Import Rebate Agreement Details Records
Complete the following steps to start importing rebate agreement details:
To import rebate agreement details:
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Download the agreement details records from the SuiteSolutions bundle using a Saved Search.
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Download the Rebate Agreement Detail Template from the Rebates and Trade Promotions SuiteApp. See CSV Template Locations of Rebate Agreement Records.
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Copy the information from the SuiteSolutions rebate agreement details records to the Rebate Agreement Details Template.
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Enter the following required information:
SuiteSolutions Field
SuiteApp Field
Additional Information
Agreement
Rebate Agreement
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External ID
Unique ID used to group criteria for each RAD
Eligible Customer
Customer (Inclusion)
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Eligible Customer Classification
Customer Classification (Inclusion)
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Eligible Item
Item Name/Number (Inclusion)
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Eligible Item Classification
Item Classification (Inclusion)
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UOM (Inclusion) Units Type
Units Type defined in UoM Master
Limiting UoM
UOM (Inclusion)
UoM within the UoM Type selected above
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Calculation Method
No direct mapping available. Please refer to the Help Guide for description.
Rebate Percentage
Calculation Amount
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Calculation Basis
The Cost basis used to calculate rebates
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Rebate Cost
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Price Pass-through Type
No direct mapping available. Use percentage or flat amount
Price Pass-through Value / Price Pass-through Percentage
Price Pass-through Value
Use one of the SuiteSolutions' fields depending on the Type.
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Calculation UOM Units Type
No direct mapping available. Please refer to the Help Guide for description.
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Calculation UOM
No direct mapping available. Please refer to the Help Guide for description.
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Rebate Scheme
No direct mapping available. Please refer to the Help Guide for description.
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Rebate Value Type
No direct mapping available. Please refer to the Help Guide for description.
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Aggregate
No direct mapping available. Please refer to the Help Guide for description.
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Tier Name
No direct mapping available. Please refer to the Help Guide for description.
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Import rebate agreement details records from the Saved Search to Rebates and Trade Promotions SuiteApp. See Importing Agreement Details Using a CSV File.