Import Effective Date Price Records Using CSV Files

The Effective Date Pricing SuiteApp enables you to set a schedule for specific price changes in advance. You can select the start date and end date when you expect the price changes to take effect.  

The user can import price update data into NetSuite using CSV import. 

Prepare the Import file 

The Price Update record is a combination of two custom records – The price update record and Price Detail Update. 

The import process is different for these two records so the user need to create separate files for these two. 

Price Update Record 

The price update record includes the following header fields.  

1. Update Type – Enter the value ‘Item’ as the item pricing needs to be updated. 

2. Item – The Name or Internal ID of the item. It is recommended to use internal ID. 

3. Start Date – Enter the date you expect the price update to start. The new price takes effect on this date. 

4. Permanent Price Change – Enter ‘True’ to make the price change on the price update permanent. 
   If the item price needs to be reverted, then enter ‘False’. 

5. End Date – If the ‘Permanenet Price change’ value is true, then the End Date field will be disbaled. 
   If enabled, the item price reverts to the original price on the specified date. 

6. External ID – This is an alphanumeric value which will be useful to fetch the price update header record internal ID at the 2^nd step(to import the price detail update records). 

See the sample screenshot of the import file. 

Price Detail Update Record 

The Price Details record includes the following line level fields (under ‘Prices’ tab). 
 

1. Price Update Internal ID 

2. Price Level 

3. Quantity Pricing Level 

4. Modified Price 

5. Round to .99(Optiona)  – TRUE value to round off the updated price to the nearest .99 value. 

6. Round to .00 (Optional) – TRUE value to round off the updated price to the nearest .00 value. 

7. Currency 

The price update internal ID can be obtained by a saved search after creating the Price Update records. The external ID can be used for the lookup process. 

A sample saved search has created for your reference. 

Importing the file 

There will be two imports included in the whole process. One for the Price Update header fields and another to upload the price update line fields. 

Navigate to Setup -> Import/Export -> Import CSV Records 

Import Type – Custom Records 
Record Type – For header record – Price Update 
                          For detailed line fields – Price Detail Update 

Data Handling Type – Add 

On the ‘Advanced Options’, check the ‘Run the server suitescript and trigger workflows’ box. 

Field Mapping – Price Update Record 

The item internal ID can be mapped to the item instead of item name to avoid any confusion. 

If the internal ID is using, then the reference type should be changed to ‘Internal ID’ by clicking on the pencil icon near to the field (Please see the above screenshot). 

Field Mapping – Price Detail Update Record 

Follow the above field mappings for both imports.