Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template.
| Field Name | Required Field? | Field Data Instructions | Sample Data |
| CONTRACT CODE | Required | 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.). | APPLIANCES-CONTRACT |
| CATEGORY CODE | Required | Up to 15 characters, alpha-numeric. | DISHWASHERS |
| PRICING TYPE | Required | Pricing type options are: – C – Cost Plus Percent – P – Percent Discount from List – B – Qty Break Table – R – Pricing Tier |
D |
| PRICING TIER / QUANTITY BREAK | This applies if Pricing Type is B or R. – If B, specify the 3 digit numeric code for the Quantity Break Table – If R, specify the 3 digit numeric code for the Pricing Tier. |
||
| AMOUNT | Required | This depends on the Pricing Type. – If D, specify dollar price in format $NNNN.NN – If C, specify percent markup in format NN% – If P, specify percent discount in format NN% |
15 |
| CONTRACT QTY | Enter quantity in this UOM subject to the Contract | 1000 | |
| EXPIRY DATE | Enter Contract expiration date in US date format DD/MM/YYYY | 6/30/2018 |