To manually add trading partners to DealTrack, admin users will be able to access the Config module of DealTrack by clicking on Config at the top of the page and then on Structure in the drop-down menu.
This will take you initially to the Dimensions page. You will then need to click on the Trading Partners tab near the top of your screen (which will be labelled with the name given to your trading partners, e.g. suppliers or customers). You will be presented with the Maintain list page showing a list of your trading partners in alphabetical order once they have been configured.
You will have the option to either add a trading partner one at a time via the user interface or upload multiple trading partners in bulk using a csv upload process.
Upload in bulk
To upload multiple trading partners in bulk, you will need to navigate to the Maintain list tab (as mentioned above), where you will notice multiple options relating to csv uploads on the right-hand side of the page. Here you will notice that there is an Add records csv template available to download (see screenshot below).
The csv template file will already contain a column labels header row. If you name your trading partners ‘Suppliers’ for example, there will be a column header called ‘Supplier’ and another called ‘Reference’. You will need to populate each column appropriately, for example the name of the trading partner as you wish it to appear in DealTrack will be entered into the ‘Supplier’ column, and the trading partner reference will be entered into the ‘Reference’ column.
Please note — within a column, each value must be unique and cannot already exist within the system.
Once you have populated the csv file, you will need to upload it into DealTrack by selecting Add new records from the Upload type drop-down menu (as shown in the screenshot above). Then, click the Browse button, select the relevant csv file and click Upload in the bottom right-hand corner.
When Upload is clicked, the import process will begin and the progress of the trading partner upload will be reported at the bottom of the page.
One the upload is complete, you will notice that the panel on the right-hand side will change to ‘Upload results’. This panel will also show a Successfully imported rows count, as well as a listing of any Rejected rows.
Alternatively, to add trading partners one at a time, first navigate to the Maintain list tab as mentioned above. Click the + button and an Enter details panel will appear on the right-hand side of the screen (as shown in the screenshot below), where you will be able to configure the following options against each trading partner:
Name · A free text unique name identifier.
Reference · A free text unique reference that provides a shorter and more consistent identification mechanism for trading partners.
Enable automatic scheme replication · A tick box, which when selected means schemes belonging to a given trading partner will be automatically replicated based on the configuration set by Enable system administrators. Please see article Replicate a scheme for more information on scheme replication.
Reset accruals at deal end · A tick box, which controls whether the accrual reset delay setting should apply (this pertains to the functionality whereby the accrual earnings for a deal will be reset to the actual earnings after the deal has ended).