It is recommended that you download the Agreement that you wish to update including all columns.
The following additional fields are required for ‘Open’ Status:
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Section Being Updated
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Header
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Business Unit Access
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Lines
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Price Break Attributes
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Header
Header Upload Action
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Update or
Update records
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Update or
Update records
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Update
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Change Description
Change Order Party (hidden)
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○
BUYER
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○
BUYER
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○
BUYER
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Child levels (Lines, Price Breaks)
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Action (for the level)
Change Reason
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○
Optional
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Note - When updating agreements, as opposed to adding new lines to them, there is no requirement to use the sub-section Upload Action columns. The main use for these columns is for adding new lines to agreements where the Upload Action value should be set to Create.
Agreements with an Incomplete Status.
This process is the same as above except that the Change Description/Change Reason and Change Order Party must be blank.
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Section Being Updated
|
|
|
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Header
|
Business Unit Access
|
Lines
|
Price Break
|
Header
Header Upload Action
|
Update or
Update records
|
Update or
Update records
|
Update or
Update records
|
Update
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Change Description
Change Order Party (hidden)
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{Blank}
{Blank}
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{Blank}
{Blank}
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{Blank}
{Blank}
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{Blank}
{Blank}
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Child levels (BU Access, Lines, Price Break)
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Change Reason
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{Blank}
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{Blank}
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{Blank}
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Sections: