Import Rebate Agreement Records

Complete the following steps to begin the import process of rebate agreements:

Note:

Review and follow the guidelines for importing rebate agreement records. See Guidelines for Importing Rebate Agreement Records.

To import rebate agreements:

1. Download the rebate agreement records from the SuiteSolutions bundle using a Saved Search.

2. Download the Rebate Agreement Template from the Rebates and Trade Promotions SuiteApp. See CSV Template Locations of Rebate Agreement Records.

3. Copy the information from the SuiteSolutions rebate agreement records to the Rebate Agreement Template.

4. Import agreement records from the Saved Search to Rebates and Trade Promotions SuiteApp. See Importing Rebate Agreements Using a CSV File.

5. Enter the following required information:

   SuiteSolutions Field	SuiteApp Field	Additional Information
   Agreement Name	Agreement Name	-
   Agreement Start Date	Agreement Start Date	Set the agreement start date to the planned date of transition to SuiteApp.
   Subsidiary	Subsidiary	-
   Agreement End Date	Agreement End Date	-
   -	No End Date	No mapping available
   Stackable	Stackable Rebate	-
   -	Transaction Type	No mapping available
   -	Payment Type	No mapping available
   -	Status	No mapping available
   -	Payer	No mapping available You can choose from a list of vendors or customers.
   Claim Item	Accounting Item	-
   Remittance Type	Settlement Method	-
   Contract Reference	Agreement Reference #	-
   -	Auto Claim/Auto Disburse	No mapping available
   -	Comments	No mapping available
   -	Settlement Frequency	No mapping available

General Notices