How to Add Lines to Existing Orders
Use this Integrator to add additional lines to existing agreements.
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Download the agreement.
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Enter Update in the Header Upload Action for all orders being updated.
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Enter data in the required column, Change Description in the header section.
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In the lines section, enter the new line(s).
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For each line, enter Create in the Line Upload Action column.
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Complete data entry and upload the records.
The image below illustrates how to add line 3 when lines 1 and 2 already exist in the agreement:
Header Action | Header Details | Change Description | BU Access Action | Bu Access Details | Line Action | Line Details | Price Break Action | Price Break Details |
---|---|---|---|---|---|---|---|---|
Update |
123 |
‘Description’ |
- |
1 |
- |
1 |
- |
1 |
- |
2 |
- |
1 |
- |
1 |
|||
Create |
3 |
Create |
1 |
Create |
1 |
You can include Update and Create within the same upload. i.e. If you want to end date a line and create a new line for say a price change, then you simply Update line 1 and Create line 2. |
When your data entry is complete you can begin Uploading Data.