Import Price Change interface

The Import Price Change is used to bulk update your price plans.  This interface is useful when you wish to apply a rate increase to many price plans.

The "Price Change Import" folder is polled at 12pm each day.

1. If the file is successfully processed it is placed in "Price Change Import\Archive".
2. If it is not able to be processed it is placed in the "Price Change Import\Error" folder with an error file explaining why.

This interface can also be manually run at any time from the Scheduled Tasks screen.

Note: If a price is more than 80x higher than the current price, the system will error and will not proceed.  If your pricing is correct, please log a support ticket attaching your csv file.

Note: This interface can only be used for updating existing price plans. It cannot be used to add new price plans.

File format

Must be a CSV file with the following columns (Bold = Mandatory).  This is the format produced by the Price Plan History report:

Sched ID - This is an internal ID needed to update the right record.  No needed to change this column.
Price Plan Code - This is the price plan code.  No needed to change this column.  No changes to the column will be imported.
Price Plan Desc - This is the price plan description. No needed to change this column.  No changes to the column will be imported.
Product Type Desc - This is the product type description. No needed to change this column.  No changes to the column will be imported.
Sched Type Desc - This is the schedule type description. No needed to change this column.  No changes to the column will be imported.
Price Class Desc - This is the price class description. No needed to change this column.  No changes to the column will be imported.
Start Date - This is the effective date for the price to apply.  Normally this will be a future date, but a retrospective date is also allowed.  
End Date - Ensure this column is blank to have an open ended price.

Invoice Desc - This is the invoice description for the price plan schedule. No needed to change this column.  No changes to the column will be imported.
Unit Rate 1 - Unit Rate 5 - This is the new rate for the price plan schedule. Whatever rate is entered here will be imported.  This should be in dollars and exclusive of GST.
Min Charge - - This is the new minimum charge for the price plan schedule. Whatever rate is entered here will be imported.  This should be in dollars and exclusive of GST.