Adding Rebate Agreement Records Using CSV Import

You can import multiple rebate agreements, agreement details, or rebate tiers into NetSuite through CSV import for each group of records. The SuiteApp provides a CSV template for each record type which includes the same fields which are in NetSuite.

Before you import any CSV file, ensure that you set the preferences for your chosen rebate type. Then, import your data in the following order:

Record	Help Topic
1. Rebate Agreements	Importing Rebate Agreements Using a CSV File
2. Agreement Details	Importing Agreement Details Using a CSV File Important: Before you import agreement details for volume rebates, make sure you import the Rebate Volume Tiers record first. For transactional rebates, you can import agreement details after you import rebate agreements.
3. Rebate Volume Tiers	Importing Rebate Tiers Using a CSV File

Record

Help Topic

1. Rebate Agreements

Importing Rebate Agreements Using a CSV File

2. Agreement Details

Importing Agreement Details Using a CSV File

Important:

Before you import agreement details for volume rebates, make sure you import the Rebate Volume Tiers record first.

For transactional rebates, you can import agreement details after you import rebate agreements.

3. Rebate Volume Tiers

Importing Rebate Tiers Using a CSV File

You can check the following help topics to see how to add data on the CSV template:

Example of CSV Agreement Detail Template
Example of CSV Volume Rebate Tier Template

CSV Template Locations of Rebate Agreement Records

The following table shows the records and the locations where you can download the templates:

Template	Path/Location
Rebate Agreement	Go to Rebate Management > Rebate Agreements > Download Agreement Template
Agreement Details	Go to Rebate Management > Rebate Agreements > Rebate Agreements Select the imported record for which you want to add an agreement detail. On the Rebate Agreement record, click Rebate Agreement Detail Template.
Rebate Volume Tiers	Go to Rebate Management > Rebate Agreements > Download Rebate Tier Template

Template

Path/Location

Rebate Agreement

Go to Rebate Management > Rebate Agreements > Download Agreement Template

Agreement Details

Go to Rebate Management > Rebate Agreements > Rebate Agreements
Select the imported record for which you want to add an agreement detail.
On the Rebate Agreement record, click Rebate Agreement Detail Template.

Rebate Volume Tiers

Go to Rebate Management > Rebate Agreements > Download Rebate Tier Template

Guidelines for Importing Rebate Agreement Records

Read the following guideline before you import rebate agreements, agreement details, and rebate volume tiers:

Ensure that you enter the supported field values provided in the template.
The uom_unitstype/uom_calc_unitstype fields define the UOM name. These fields are case-sensitive.
The custrecord_rm_uom/custrecord_rm_uom fields define the unit type abbreviation.
You must remove imported entries from the CSV file when retrying a partially successful import process.
Include only 50 line details per agreement details record.
You must include a value for Agreement End Date or No End Date fields for a rebate agreement before importing a CSV file.
You must not enter values for any volume-related fields if you are importing agreement details for transactional rebates.

Example of CSV Agreement Detail Template

The following example shows how you can enter multiple agreement details in a CSV file.

For each group of agreement details, you can assign a unique external ID. The first group with 5 rows are assigned to external ID 101. Then, for the remaining 4 rows of agreement details has an external ID of 102.

Note:

A rebate agreement detail must only have one value for Calculation Method and Calculation Basis fields.

Name

Line

custrecord_custinc_companyname

custrecord_iteminc_itemid

uom_unitstype_name

custrecord_rm_uom

custrecord_agreementdetail_cal_method

custrecord_aggr_detail_cal_amount

Rebate Agreement

External ID

Company Name(Inclusion)

Item Name(Inclusion)

UOM Units Type Name

UOM (Inclusion)

Calculation Method

Calculation Amount

Christmas Promotion

101

Item 1

% Calculation

Christmas Promotion

101

Item 2

Christmas Promotion

101

Item 3

Christmas Promotion

101

Item 4

Christmas Promotion

101

Item 5

Christmas Promotion

102

Item 1

Rate Per Unit

Christmas Promotion

102

Item 2

Christmas Promotion

102

Item 3

Christmas Promotion

102

Example of CSV Volume Rebate Tier Template

The following example shows how you can enter rebate tiers in a CSV file.

There are three set of tiers in the table: Under 100, Year End Sale, and 2024 Sale. Then, a range of minimum and maximum values and rebate values are set for each tier group.

The first tier is always considered as the default tier even when you do not enter a value under the Default column.

Tier Name	Minimum	Maximum	Rebate Value	Default	Comments
Under 100	1	100	15		Default Tier
Under 100	101	200	30		Under 200 Tier
Year End Sale	1	200	10.99	TRUE	Default Tier
Year End Sale	201	300	20.99	FALSE	Non Default Tier
2024 Sale	1	100	15		Rebate 15
2024 Sale	101	200	30		Rebate 30
2024 Sale	201	300	45		Rebate 45

General Notices