Sample 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. An External ID provides a means to reference an object by its foreign key in an external database. See, External IDs Overview.

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:

Each rebate agreement detail can only have one value for Calculation Method and Calculation Basis.

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	10
Christmas Promotion	101		Item 2			% Calculation
Christmas Promotion	101		Item 3			% Calculation
Christmas Promotion	101		Item 4			% Calculation
Christmas Promotion	101		Item 5			% Calculation
Christmas Promotion	102		Item 1			Rate Per Unit	10
Christmas Promotion	102		Item 2			Rate Per Unit
Christmas Promotion	102		Item 3			Rate Per Unit
Christmas Promotion	102		Item 4			Rate Per Unit

General Notices