This function is used to create, update, and disable the lines of specific terms of a contract from a file.
If the file includes discounts, new reference numbers, item/service codes, or prices, they will also be updated in CARL Source.

 

Accessing the price list import function

1. On the supplier detail form, select [Import contract-based price lists], via the menu of the icon .
   → The Import contract-based price lists form is displayed.

 

Import conditions

• The column separator in the file is a semi-colon (;). Example: Excel file saved in CSV format.
• The prices and discounts are written as 0.00.
• The reference number used in the file to identify the item is the one indicated in the specific terms of a CARL Source Contract or a new reference number to be added.

 

Import procedure

Describing and loading the file

The column positions are to be filled in which whole numbers and start with 1.

• Contract: Valid Contract linked to the supplier in question by negotiated rate import.
• Period: Period of the contract in preparation or validated.
• Header: Number of lines to be ignored at the beginning of the file.
• Reference: Position of the column containing the supplier's current reference of the item. This information is required for importing elements.
• Code: Position of the column including an existing Item or Service code in the application
• Gross unit price: Position of the column containing the new price. Required data.
• Discount: To be filled in as % if a column contains the discount. For example: 5, for a 5% discount.
• New reference: To be filled in if the file contains a change in the item references.
• Type: Type of Item or Service allowing a reference number to be categorized.
• Encoding: Specifies the encoding format of the imported file (important in the event of special characters or if there is no header).
• File: Select the file using the "Browse..." button.
  
  Once the file has been filled in, click on "Send."
  → The application reads the file and displays one line for each reference of the file found in the database catalog.

 

Viewing data

You can the content of the file by limiting the display to the updated lines, only via the Display control.
By default, the table lists all lines that are ready to be imported.

 

• UPDATE: If checked, indicates that the line with the reference number exists and will be updated with the displayed data, if necessary.
• Current Item/Service: Existing code of the item or service In CARL Source.
• Modified Item/Service: Code of the item or service In CARL Source modified after file import.
• Current reference: Reference number that was used to identify the item/service and the line of specific terms.
• New reference: Reference number of the line being created or new update value after file import.
• Type: "Item" or "Service" type concerned by the reference number. Modifiable when the line is created.
• Current gross UP: Gross unit price in the database.
• Changed gross UP: Updated gross unit price.
• Current discount: Discount in the database.
• Changed discount: Updated discount.
• Net UP: Net unit price after importing the file, that is Gross UP × (1 + discount/100).
• Variation in net UP in %: Rate of net unit price variation calculated as follows: ((Final net UP/Initial net UP) - 1) × 100.

 

Import

All the checked lines will be imported.

 

1. Uncheck the lines which must not be imported and click on the "Import" button.
   → The updates are applied in CARL Source.

 

• Disable non-imported existing elements: If checked, indicates that all existing lines of specific terms over the contract period will be disabled, with the exception of the lines updated and created as a result of the import.