ERP Cloud Procurement Module User Guide

×
Menu
Search
 
   
   
   
 
Support Demo

What columns are needed?

 
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:
 
 
 
Section Being Updated
 
 
 
 
Header
Business Unit Access
Lines
Price Break Attributes
Header
 
Header Upload Action
 
 
Update or
Update records
 
 
 
 
 
 
Update or
Update records
 
 
 
 
Update
 
 
 
Change Description
 
Change Order Party (hidden)
○
 
BUYER
 
○
 
BUYER
○
 
BUYER
 
Child levels (Lines, Price Breaks)
 
 
 
 
Action (for the level)
 
Change Reason
 
 
 
 
○
 
Optional
 
 
 
 
 
 
 
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.
 
 
 
Section Being Updated
 
 
 
 
Header
Business Unit Access
Lines
Price Break
Header
 
Header Upload Action
 
 
 
 
Update or
Update records
 
 
 
 
Update or
Update records
 
 
 
 
Update or
Update records
 
 
 
 
Update
 
 
 
Change Description
 
Change Order Party (hidden)
{Blank}
 
{Blank}
 
{Blank}
 
{Blank}
 
{Blank}
 
{Blank}
 
{Blank}
 
{Blank}
 
 
Child levels (BU Access, Lines, Price Break)
 
 
 
 
 
Change Reason
 
 
 
{Blank}
 
 
{Blank}
 
 
{Blank}