The following values must be populated as a minimum to update a standard agreement successfully:
●Upload Action (at any level) Enter Update or Update records if you wish to cascade to child records.
●Change Description: Enter the reason for the change.
You should enter the Upload Action in the section you wish to update. If you have multiple lines and only wish to update some then purely put an action on the lines required
The image below illustrates how lines 1 and 2 will not be updated but line 3 will:
Downloaded Agreement Information:
Header Action
Header Details
BU Access Action
BU Access Details
Line Action
Line Details
Price Break Action
Price Break Details
Update
123
-
1
-
1
-
1
-
2
-
1
-
1
-
3
Update
1
Update
1
Note: After uploading the records, you must run the "Import Blanket Agreement" program through Scheduled Processing -> Submit. This process will take some time to complete and incorporate the updates or changes. It will return the agreement number upon refresh.
Once the Change Order has been approved the Change Description and Charge Order Party columns will be returned to blank.
If the Change Order Status is Incomplete (Pending Approval) then you will not be able to action another change.
