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. |