What Columns are Needed?

It is recommended that you download the Agreement that you wish to update including all columns.

The following additional fields are required for ‘Open’ Status:

Section Being Updated

Header

Business Unit Access

Lines

Price Break Attributes

Header

Header Upload Action

Update or

Update records

Update or

Update records

Update

Change Description

Change Order Party (hidden)

○

BUYER

○

BUYER

○

BUYER

Child levels (Lines, Price Breaks)

Action (for the level)

Change Reason

○

Optional
When updating agreements, as opposed to adding new lines to them, there is no requirement to use the sub-section Upload Action columns. The main use for these columns is for adding new lines to agreements where the Upload Action value should be set to Create.

Agreements with an Incomplete Status

This process is the same as above except that the Change Description/Change Reason and Change Order Party must be blank.

Section Being Updated

Header

Business Unit Access

Lines

Price Break

Header

Header Upload Action

Update or

Update records

Update or

Update records

Update or

Update records

Update

Change Description

Change Order Party (hidden)

{Blank}

{Blank}

{Blank}

{Blank}

{Blank}

{Blank}

{Blank}

{Blank}

Child levels (BU Access, Lines, Price Break)

Change Reason

{Blank}

{Blank}

{Blank}