Create Details in the Integrator Sheet
To create a blanket agreement, the value in the Header Upload Action column should be either "Create" or "Create records". The option "Create records" causes all related child components to default to the same action, while "Create" will only initiate that specific section.
Sheet Structure Examples
The scenarios below illustrate single and multiple agreements with associated Business Unit Access, Lines, and Price Breaks. Examples do not include all critical columns. Note, the ‘Create records’ action at the header for each Agreements.
Scenario 1
An agreement with two Business Units Access, and associated Lines and Price Break:
|
Header Action
|
Header Details
|
BU Access Action
|
BU Access Details
|
Line Action
|
Line Details
|
Price Break Action
|
Price Break Details
|
|
Create records
|
...
|
-
|
1
|
-
|
1
|
-
|
1
|
|
|
|
-
|
2
|
-
|
2
|
-
|
2
|
Once validated the sheet will automatically update to:
|
Header Action
|
Header Details
|
BU Access Action
|
BU Access Details
|
Line Action
|
Line Details
|
Price Break Action
|
Price Break Details
|
|
Create records
|
...
|
Create records
|
1
|
Create records
|
1
|
Create records
|
1
|
|
|
|
Create records
|
2
|
Create records
|
2
|
Create records
|
2
|
Scenario 2
Two agreements with associated BU Access, Lines, and Price Breaks:
|
Header Action
|
Header Details
|
BU Access Action
|
BU Access Details
|
Line Action
|
Line Details
|
Price Break Action
|
Price Break Details
|
|
Create records
|
...
|
-
|
1
|
-
|
1
|
-
|
1
|
|
|
|
-
|
2
|
-
|
1
|
-
|
1
|
|
Create records
|
...
|
-
|
1
|
-
|
1
|
-
|
1
|
|
|
|
|
|
-
|
2
|
-
|
1
|
|
|
|
|
|
|
|
-
|
2
|
|
|
|
-
|
2
|
-
|
1
|
-
|
1
|
Sections: