Price Adjustment Import

Import option for Price Adjustment Setup

Navigate to Setup -> Product Setup and select the new "Price Adjustments Import" option to import Adjustment codes for products.

1. Click the button to Download Template to get the excel file needed to import adjustment codes. Fill in adjustment codes according to the following template:

Field	Example	Description	Required?
Product ID	DEMO123	Alpha-Numeric field representing the ID for the Product	Yes
Description	Premium Surcharge	Alpha-Numeric field used to describe the adjustment. This is what the user will see when selecting an adjustment in order entry and what the customer may see on the invoice/order confirmation	Yes
External ID	ABC123	Alpha-numeric field which may be used in interfaces to external systems	Optional
Allow Description Override	Y	This is a Y/N field to indicate if the Description can be overwritten by a user in order entry screen.	Optional. If left blank an answer of No (unchecked) will be applied.
Plus/Minus	-	+/- field which indicates if the adjustment should be positive (surcharge) or negative (discount). If left blank, the user will be able to select a positive or a negative adjustment in order entry	Optional
Type	GROSS	These are hard coded options in the system. Use the following to indicate the correct option: GROSS = Percent of Gross NET = Percent of Net AMOUNT = AMOUNT	Yes
Prompt for Value	Y	If set to Yes (Y) the user will be allowed to enter in a value for the discount during order entry. If set to No (blank or N), the value will need to be set in the "Value" field	Optional
Prompt for Qty	Y	Only valid if the Type is set to AMOUNT. If type is AMOUNT, this can be set to Y for Yes or it can be blank or N for No. If Type is GROSS or NET, this should be left blank.	Optional
Value	-50	If the plus/minus field is negative, this must also be negative. If Prompt for Value field is Y, this should be left blank.	Optional, but if Prompt for Value is No, this should be filled in with a value
Hide on Forms	Y	Y for Yes, N or blank for No	Optional
Currency	POUND	Only use this for foreign currencies. For amounts in the system's default currency, this should be left blank.	Optional, but if used the currency ID from currency setup is what is expected here.
Ad Type(s)	CPCI,DCI	This will allow the adjustment to only be available for certain ad types. Leave blank to allow for all ad types. Multiple ad types can be entered and comma separated	Optional, but if used, the values entered here must match the Ad Type ID's in Ad Type setup
Plan Position Code	FIRST	Used for Sorting in Naviga Plan. See Price adjustment Setup for details	Optional. Leave blank if not using Naviga Plan
Section(s)	NEWS,LOCAL	This will allow the adjustment to only be available for certain sections. Leave blank to allow for all sections. Multiples can be entered and comma separated	Optional, but if used, the values entered here must match the section ID in Product Setup
Position(s)	BP	This will allow the adjustment to only be available for certain sections. Leave blank to allow for all sections. Multiples can be entered and comma separated. If Positions are defined within a section according to product setup, then the section must also be entered on the template for position to be accepted.	Optional, but if used, the values entered here must match the Position ID in Product Setup.
Override G/L Account	01*002*123*1234	This will allow the Adjustment to be applied to a different G/L than the revenue for the order line. See Price Adjustment setup for details on using this optional field.	Optional, but if used it must match a G/L code defined in the G/L setup
Application Rule	LAST	This is only used in Booking Wizard order Entry and allows for the adjustment to be applied only to the First insertion, Last Insertion, or All insertions. Valid options here are FIRST, LAST, and ALL. A Blank will assume all insertions.	Optional
Inactive	Y	Leave blank for No. This sets the Adjustment code to Inactive if set to Yes.	Optional

1. Once the spreadsheet is filled in with your data, save the file to your computer or desired network location.

2. Click the Select button and navigate to the file location

3. Click test import file. The system will do a test import and will notify the user if there are any errors in importing. If there are no errors, skip to step 8

4. Open saved spreadsheet and correct any errors, and resave

5. Remove the original uploaded file by clicking the X remove

6. repeat steps 3 - 6 until all errors are resolved

7. Click Import File to run the actual import process.

ID column added to Adjustments

In Adjustments setup, the ID for the adjustment was hidden from view. This was added to accomodate the above importing of Metadata Adjustments.

The ID will be incremental numerical id's and should not be confused with the sort code. These numbers may or may not be the same. In the above example, the sort was never changed and they are just sorted in the order in which they were entered. I could re-sort this list into another desired order, which would change the sort numbers, but not the ID's.