Fair Value Price CSV Import
The fair value price import is available only when the Advanced Revenue Recognition feature is enabled at Setup > Company > Enable Features, the Accounting subtab. For details, see Enabling the Advanced Revenue Management (Essentials) Feature.
When this feature is enabled, you must add a formula for calculating a Fair Value Price before you can perform this import. To create such a formula, go to Setup > Accounting > Fair Value Formulas > New, enter the formula name and formula expression, and click Save. For details, see Adding Fair Value Formulas.
After you have enabled this feature and added a fair value formula, you can import fair value price CSV data.
Fair Value Price Fields
To prepare fair value price CSV data for import, make sure that your CSV file includes the following fields. They are required for a successful CSV import.
-
External ID – Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports.
-
Item – The item this fair value price is related to.
-
Base Fair Value – Item’s base price that is used for range checking.
-
Fair Value Formula – The formula used to calculate the prices range.
To learn about other supported fields, see Creating the Fair Value Price List.
In addition to standard fields, the CSV data you import may also contain Fair Value Dimensions fields. To learn more about Fair Value Dimensions, see Adding Fair Value Dimensions.
Fair Value Price CSV File Example
The following table shows how you might structure a file for importing a fair value price list.
|
External ID |
Item |
Base Fair Value |
Fair Value Formula |
|---|---|---|---|
|
FV-PRICE-01 |
Cable - IDE |
12.49 |
FV Formula - NGO |
|
FV-PRICE-02 |
Cable - Parallel |
9.99 |
FV Formula - NGO |
|
FV-PRICE-03 |
Cable - SCSI |
17.49 |
FV Formula - NGO |
|
FV-PRICE-04 |
Cable - USB |
8.69 |
FV Formula - NGO |
Importing a Fair Value Price CSV File
To import the data, use the Import Assistant, which you can find at Setup > Import/Export > Import Tasks > Import CSV Records if you have the Import CSV File permission. Set the Import Type to Accounting and the Record Type to Fair Value Price.
For more information about using the Import Assistant and importing CSV records, see Importing CSV Files with the Import Assistant.