Guidelines for Importing Rebate Agreement Records

Read these guidelines 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 need to 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.

General Notices