Excel spreadsheet formatting for pricing and discounting records
You can use a Microsoft Excel spreadsheet to create and import pricing and discount
records to PD Mass Maintenance Entry.
This table shows the column label in the spreadsheet and its corresponding database field label. Details about the data import for specific fields is included in the Notes column.
| Spreadsheet Column Label | Database Field Label | Notes |
|---|---|---|
| Customer # | Customer # | |
| Product Price Type | Product Ty | |
| Customer Price Type | Cust Type | |
| Product Line | Prod Line | |
| Rebate Type | Rebate Type | This value is not converted for pricing records. |
| Update | Update | |
| Contract # | Contract # | |
| Price Type | Prc Type | Valid values: %, $ |
| Price Sheet Name | Price Sheet Name | |
| Price Sheet Date | Price Sheet Dt | |
| Start Date | Start Date | |
| End Date | End Date | |
| Reference | Reference | |
| Status | Status | |
| Quantity Break Type | Qty Brk On | Valid values: P, D |
| Product | Product | |
| Warehouse or Region or Warehouse/Region | Whse | Region data can be included, but is not supported. If the label in the spreadsheet is Warehouse/Region or Warehouse is imported. |
| Units | Units | |
| Price 1-9 | ||
| Quantity Break 1-8 | Qty[1]Price[1] | |
| Discount 1-9 | Discount[1] | |
| Basis | Basis | |
| Price Discounting Record # | No Validation | |
| Modifier Name | No Validation | |
| Allow With Rebate | No Validation |
This table shows the fields are rebate-specific:
| Spreadsheet Column Label | Database Field Label | Notes |
|---|---|---|
| Price Sheet Name To | Price Sheet Name To | |
| Price Sheet Date To | Price Sheet Dt To | |
| Rebate Type | Reb Ty | |
| Product Price Type | Prod Ty | |
| Product Line | Prod Line | |
| Product Category | Prod Cat | |
| Customer # | Customer # | |
| Ship To | ShipTo | |
| Margin Basis | Margin Basis | |
| Rebate Calculation Type | Reb Calc | |
| Rebate Sub Type | Reb Sub-Ty | |
| Customer Rebate Type | CustRebTy | |
| Rebate From Basis | Reb From Basis | |
| Rebate Down To Basis | Reb Down to Basis | |
| Rebate Amount | Reb Amount | |
| Rebate % | Reb Percente | |
| Drop Ship Type | Ship Ty | Valid values: W, D |
| Vendor # | Vendor # | Price[1If the vendor specified is not defined in Vendor Setup, the vendor number specified for the import set is used. |
| Rebate Code | Reb Code | Valid values: S, P, or C |
| Rebate Record # | No Validation |