The article below pertains to Source to Contract (S2C) for the following applications and/or module(s):
Contract Management
When you use the import process 'Contracts - Import Contract Products', you need to upload a file containing information about the contract products you want to add. To do this, use the template you can download in step 2 of the import process.
After importing, the products are added in Admin > Contracts settings > Contract products. From then on, the products are available in the Contracts module and in the Supplier Portal.
All columns from the import template are explained below. If the import file does not meet these requirements, the import will fail.
| Column | Explanation | Requirements | Mandatory |
|
ContractId |
This is the contract's reference number. You can find this number in the 'Ref.' field of the contract. |
An existing reference number of a contract in the Contracts module. |
Yes |
|
ProductExternalId |
This is the product's external ID, which you can set yourself. This value acts as the product reference. |
Up to 50 letters and/or numbers. |
Yes |
|
ProductName |
The name of the product. |
Up to 50 letters and/or numbers. |
Yes |
|
ProductUnit |
The unit in which this product is supplied. For example, hours or pieces. |
Up to 50 letters and/or numbers. |
No |
|
ProductPrice |
The price of the product, per the unit entered. |
Up to 50 letters and/or numbers. |
No |
|
ProductCostType |
The cost type you want to link to the product. |
The name of an existing cost element in Admin > Tables > Cost types. |
No |
|
CustomField1 |
This is the Cp_extra1 field (can be renamed in Admin > Contracts settings > Personalisation) |
Up to 250 letters and/or numbers. |
No |
|
CustomField2 |
This is the Cp_extra2 field (can be renamed in Admin > Contracts settings > Personalisation) |
Up to 250 letters and/or numbers. |
No |
|
CustomField3 |
This is the Cp_extra3 field (can be renamed in Admin > Contracts settings > Personalisation) |
Up to 250 letters and/or numbers. |
No |
|
ProductValidFrom |
The product is valid from this date. |
A valid date in the DD-MM-YYYY format. |
No |
|
ProductValidTo |
From this date, the product is no longer valid. |
A valid date in the DD-MM-YYYY format. |
No |