Import supplier rebate agreements

Use this function to create multiple new agreements or to migrate legacy data to a new system.

  1. From the Supplier Rebate Agreement Import form, click Import.
  2. Select the file to import.
    Note: The size of the Excel file to import must not exceed 1MB or approximately 4000 lines.
  3. Click Upload.
    Once the agreement is uploaded, the corresponding agreement details are displayed:
    • File Name
    • Row Number
      Note: The row number is based on the imported Excel file.
    • Agreement No
    • Incentive No
    • Field Selection Priority
    • Agreement Line No
    • Import Status
    Note: When there are errors on the rows and lines of the imported agreement, you have the option to correct and re-import the Excel file.
  4. Optionally, to clear the existing import logs, click Clear Logs.
    Note: You can use the exported CSV file from Supplier Rebate Agreement Query form as a template for the files to import. Use the Mongoose platform's prescribed way for the CSV to XLSX format conversion.