1. Order Management
  2. Payment Processing
  3. Rebates and Trade Promotions
  4. Adding Rebate Agreement Records Using CSV Import

Adding Rebate Agreement Records Using CSV Import

You can import multiple rebate agreements, agreement details, or rebate tiers into NetSuite through CSV import for each group of records. The SuiteApp provides a CSV template for each record type which includes the same fields which are in NetSuite.

Before you import any CSV file, ensure that you set the preferences for your chosen rebate type. Then, import your data in the following order:

Record

Help Topic

1. Rebate Agreements

Importing Rebate Agreements Using a CSV File

2. Agreement Details

Importing Agreement Details Using a CSV File

Important:

For volume rebates, make sure you import the Rebate Volume Tiers record first before you import agreement details.

For transactional rebates, you can import agreement details after you import rebate agreements.

3. Rebate Volume Tiers

Importing Rebate Tiers Using a CSV File

You can check the following help topics to see how to add data on the CSV template:

CSV Template Locations of Rebate Agreement Records

The following table shows the records and the locations where you can download the templates:

Template

Path/Location

Rebate Agreement

Go to Rebate Management > Rebate Agreements > Download Agreement Template

Agreement Details

  1. Go to Rebate Management > Rebate Agreements > Rebate Agreements

  2. Select the imported record for which you want to add an agreement detail.

  3. On the Rebate Agreement record, click Rebate Agreement Detail Template.

Rebate Volume Tiers

Go to Rebate Management > Rebate Agreements > Download Rebate Tier Template

Guidelines for Importing Rebate Agreement Records

Read the following guideline before you import rebate agreements, agreement details, and rebate volume tiers:

  • Ensure that you enter the supported field values provided in the template.

  • The uom_unitstype/uom_calc_unitstype fields define the UOM name. These fields are case-sensitive.

  • The custrecord_rm_uom/custrecord_rm_uom fields define the unit type abbreviation.

  • You must remove imported entries from the CSV file when retrying a partially successful import process.

  • Include only 50 line details per agreement details record.

  • You must include a value for Agreement End Date or No End Date fields for a rebate agreement before importing a CSV file.

  • You must not enter values for any volume-related fields if you are importing agreement details for transactional rebates.

Example of CSV Agreement Detail Template

The following example shows how you can enter multiple agreement details in a CSV file.

For each group of agreement details, you can assign a unique External ID. An External ID provides a means to reference an object by its foreign key in an external database. See, External IDs Overview.

The first group with 5 rows are assigned to External ID 101. Then, for the remaining 4 rows of agreement details has an external ID of 102.

Note:

A rebate agreement detail must only have one value for Calculation Method and Calculation Basis fields.

Name

Line

custrecord_custinc_companyname

custrecord_iteminc_itemid

uom_unitstype_name

custrecord_rm_uom

custrecord_agreementdetail_cal_method

custrecord_aggr_detail_cal_amount

Rebate Agreement

External ID

Company Name(Inclusion)

Item Name(Inclusion)

UOM Units Type Name

UOM (Inclusion)

Calculation Method

Calculation Amount

Christmas Promotion

101

 

Item 1

 

 

% Calculation

10

Christmas Promotion

101

 

Item 2

 

 

% Calculation

 

Christmas Promotion

101

 

Item 3

 

 

% Calculation

 

Christmas Promotion

101

 

Item 4

 

 

% Calculation

 

Christmas Promotion

101

 

Item 5

 

 

% Calculation

 

Christmas Promotion

102

 

Item 1

 

 

Rate Per Unit

10

Christmas Promotion

102

 

Item 2

 

 

Rate Per Unit

 

Christmas Promotion

102

 

Item 3

 

 

Rate Per Unit

 

Christmas Promotion

102

 

Item 4

 

 

Rate Per Unit

 

Example of CSV Volume Rebate Tier Template

The following example shows how you can enter rebate tiers in a CSV file.

There are three set of tiers in the table: Under 100, Year End Sale, and 2024 Sale. Then, a range of minimum and maximum values and rebate values are set for each tier group.

In linear rebate schemes, you can set any tier level as a default tier. If the fields are empty under the Default column, the system considers the first tier as the default tier.

Tier Name

Minimum

Maximum

Rebate Value

Default

Comments

Under 100

1

100

15

True

Default Tier

Under 100

101

200

30

False

Under 200 Tier

Year End Sale

1

200

10.99

False

Default Tier

Year End Sale

201

300

20.99

True

Non Default Tier

2024 Sale

1

100

15

True

Rebate 15

2024 Sale

101

200

30

False

Rebate 30

2024 Sale

201

300

45

False

Rebate 45

General Notices