Customer Price List Master Data Template File Description
The fields in the customer_pricelist_template.csv
file
and the conditions to be maintained when updating this file are described.
Header Field | Description |
---|---|
CUSTOMER_PRICELIST | Indicates the title of the entity type. Do not modify this row and its contents. |
RECORDID (ACTRID) | Indicates the identifier of the record for action to be performed. Do not modify the order of this field in the master data file. When adding a new row, you must copy the value in this column to the new row. Any row that does not contain the RECORDID value will be considered as an invalid record and this record will not be processed. |
ACTION | Specify the action to be performed on this record. The valid values are Manage, Create, Modify and Delete. The default value is Manage. |
RECORDID (CSTPRCRID1) | Indicates the identifier of the record for the price list name. Do not modify the order of this field in the master data file. When adding a new row, you must copy the value in this column to the new row. Any row that does not contain the RECORDID value will be considered as an invalid record and this record will not be processed. |
PRCLSTNAME | Enter the name of the price list. This is a mandatory field. The master data upload will fail if you do not provide a value in this field. |
RECORDID (CSTPRCRID2) | Indicates the identifier of the record for price list assignment. Do not modify the order of this field in the master data file. When adding a new row, you must copy the value in this column to the new row. Any row that does not contain the RECORDID value will be considered as an invalid record and this record will not be processed. |
CUSTOMERID | Enter the name of the customer. Ensure that the value in the CUSTOMERID field does not exceed 16 characters. |
CUSTOMERTYPE | Specify the type of the customer. The valid values are CONSUMER, BUSINESS, ANONYMOUS, and ALL. |
RELATIONSHIPTYPE | Specify the relationship of this customer with your organization, for example, Buyer, Seller, and so on. |
VERTICAL | Specify the customer's vertical market or line of business, for example, Education, Government, and so on. |
SHAREABLE | Specify whether the price list can also be assigned to the child-organizations of the customer's organization. The valid values are Y and N. This record is applicable only if the CUSTOMERID field is populated in this price list assignment. |
Notes:
- Before uploading a Customer Price List master data file, ensure that the corresponding price list exists in the organization.
- Ensure that you provide either the value of the CustomerID or
any one of the values of the following attributes: CUSTOMER_TYPE,
RELATIONSHIP TYPE, VERTICAL and SHAREABLE. If you enter the values
of both CustomerID and any one of the attributes mentioned earlier,
in the
customer_pricelist_template.csv
file, the master data upload fails. This is applicable to both business and consumer customers. - You can assign a price list to an individual business customer
of an organization by providing the Customer ID of the corresponding
business customer in the
customer_pricelist_template.csv
file. However, you cannot assign a price list to an individual consumer customer of an organization. A price list must be assigned to all the consumer customers in an organization by entering CONSUMER as the value in the CUSTOMER_TYPE attribute in thecustomer_pricelist_template.csv
file. If you attempt to upload the Customer price list master data template file with the price list assigned to an individual consumer customer, the master data upload fails with a “Price list can only be assigned to business customer” error message. - If you want to reassign a price list - that is already assigned
to an individual business customer - to all the customers, perform
the following procedure:
- Add a record with value as Delete in the ACTION field in the corresponding
customer_pricelist_template.csv
file. This deletes the association of the price list to the business customer. - Add a record with values as Create and ALL in ACTION and CUSTOMERTYPE
fields respectively in the corresponding
customer_pricelist_template.csv
file. This associates the price list to all the customers.
- Add a record with value as Delete in the ACTION field in the corresponding
- Do not reuse the values of the RECORDID provided in the template file such as ACTRID, CSTPRCRID1, and so on in the other fields such as CUSTOMERID, PRCLSTNAME, and so on. The master data upload will fail if you provide the same values as that of the RECORDID
- Ensure that none of the fields contain blank values. If you do not want to use a field in the master data file, you must enter an asterisk as the value in that field such that the unused field is disregarded during the master data file upload.
- The third and fourth rows of the
customer_pricelist_template.csv
file contain sample data. - Do not add a line break in a field.
- Do not localize the master data file.