Authority Rate Sets CSV Format
Before importing rate sets, ensure that referenced Authorities, Material Sets, and Products exist on the target system.
For information about using CSV format files, see Best Practices for Importing Data with CSV Files.
Authority Rate Sets File Format
|
SDITYPE=AUTHORITYRATESET-INTL or AUTHORITYRATESET-US |
|||
|---|---|---|---|
|
Column Name |
Format |
Req? |
Description |
|
Name |
varchar2(100) |
Y |
The name of the authority rate set. |
|
AuthorityName |
varchar2(100) |
Y |
The name of the authority owning the authority rate set. |
|
CustomAuthority |
varchar2(1) |
Y |
Indicates whether the authority listed above is (Y) or is not (N) a custom authority. |
|
MaterialSetName |
varchar2(100) |
Y |
The name of the material set to which this rate set is associated. This must be a material set which is associated with the authority indicated by AuthorityName. |
|
Description |
varchar2(200) |
N |
A description for the rate set. |
|
ProcessOrder |
number |
Y |
The process order for the specified rate set rate. |
|
StartDate |
mm/dd/yyyy |
Y |
The start date for the rate set rate. |
|
EndDate |
mm/dd/yyyy |
N |
The end date for the rate set rate. |
|
MaterialSetListName |
varchar2(100) |
Y |
A material list containing products which will trigger this rate set rate. |
|
ProductPath |
varchar2(100) (see note) |
Y |
The full path of the product category in dot notation (parent.child.grandchild.etc). You must specify the highest level first, then each level in succession. See the example below for details. Note that the length of 100 refers to an individual level of the path, not the entire path length. |
|
CustomProduct |
varchar2(1) |
Y |
Indicates whether this is (Y) or is not (N) a product found in the Custom Product Categories list. |
|
RateCode |
varchar2(50) |
N |
A rate code associated with the authority specified above which will be applied when this rate set rate is triggered. |
|
ErpTaxCode |
varchar2(200) |
N |
An optional tax code which can be used to trigger this rate set rate. |
Authority Rate Sets File Example
This file includes a single rate set. Note that the second line wraps so that the entire row is viewable. In use, the text is all on one line.
-
sdiType=AuthorityRateSet-US
-
Name,AuthorityName,CustomAuthority,MaterialSetName,Description,Pr
ocessOrder,StartDate,EndDate,MaterialSetListName,RateCode,ErpTaxCode -
Rate Set #1,CA - FEES,N,MaterialSet1,Test,1,1/1/2014,1/3/2014,Li
st1,NL,456 -
Rate Set #1,CA - FEES,N,MaterialSet1,Test,2,1/1/2014,1/3/2014,Li
st1,NL,456 -
Rate Set #1,CA - FEES,N,MaterialSet1,Test,2,1/1/2014,1/3/2014,Li
st1,NL,998
For more information about formatting a CSV file, see CSV File Format .
Updating an Existing Authority Rate Set
You can update an existing rate set record by including data in the AuthorityName, CustomAuthority, MaterialSetName, and ProcessOrder columns to match a rate set rate; then modifying additional columns as needed.
Authority Rate Set File Import Prerequisites
You need to create any desired target companies, custom authorities, custom products, and material sets and lists before importing authority rate sets with the Import/Export Wizard.
Authority Rate Set File Import Options
When importing an authority rate set file, the Import/Export Wizard prompts for:
- Company Selection: Select the desired company which owns the associated material sets and lists.
- Product Group Selection: Select the product group containing the products listed in the import file.