This program will import a delimited file (tab or comma separated value) of contract prices. The contract prices are validated and create for the the associated stock file record. These contract prices can then be utilized within atrievePurchasing or atrieveWarehouse.
This program will:
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Create a new contract price entry for a stock item if it does not already exist for the same effective date
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Update the existing contracting price if is already exists with the same effective date for a stock item
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Update the preferred vendor on the stock item to match the contract price if necessary
Contract Price Import File Specifications
The interface file containing the contract prices must contain the following 5 columns in any order.
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Column Heading/Name |
Specifications/Information |
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VENDOR_NO |
10 characters/digits or less. *Must be a valid vendor number within atrieveFinance |
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STOCK_NO |
10 characters/digits or less. *Must be a valid stock number within atrievePurchasing or atrieveWareouse |
|
EFFECTIVE_DATE |
10 digits in YYYYMMDD format *Formatting charactes such as – or / are automatically removed |
|
EXPIRY_DATE |
10 digits in YYYYMMDD format *Formatting charactes such as – or / are automatically removed |
|
CONTRACT_PRICE |
Allows up to 3 decimal places Additional decimal places round to 3 decimal places (*note the screen amount is displaying 2 decimals, but the saved amount is accurate to 3 decimal places) *Must be less than $100,000,000.00 *Formatting characters such as $ are removed automatically |
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The spelling of the 5 mandatory column headings must match exactly.
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The interface file must be saved in delimited format (tab or comma). The interface will determine what delimiter is being used automatically during the upload process.
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Additional columns contained in the interface file will be ignored.
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The import file name can be up to 40 characters in length.
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Any file extension can be used.
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The upload/interface file must exist (pertains to using the interface withiout the use of the "upload" function
Buyer Processing>Contract Price Maintenance Menu> Contract Price Upload (for preferred vendors)
Enter Directory of Upload File:
Enter the directory location of the interface file or utilize the upload button to transfer
Enter Upload File name:
Enter the file name of the interface file (not required if using the upload button)
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Cancel |
cancel and exit the user from the interface. No changes will be made |
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Accept |
accept the interface records and update appropriate files. Accept cannot be used if there is an error. Accept can be used if warnings are present |
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Summary |
provides summary information regarding the upload file such as number of warnings and errors |
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Next Error/Next Warning |
advances sequentially through the records that display warnings or errors |
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Search |
search for specific information being displayed such as a specific vendor number or stock number |
Contract Price Interface – Error and Warnings
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Accept is not allowed if there are any Error messages on any rows
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Accept is allowed if there are warnings
Example Warning:
Warning: A future contract already exists
Example Error:
Stock file is not valid
Duplicate Stock Number (##########)