How do I create Contract Line Item Document from Import Legacy Contracts?

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FAQ KB0396684

Symptom

How do I create Contract Line Item Document from Import Legacy Contracts?

Resolution

You can now include line items in legacy contract loads. You can include pricing terms Excel files in the Zip file, which will be converted and loaded as line items documents in the Contract Workspace.

The ImportProjectsParameters.csv file for legacy contract loads should contain a ContractContentDocumentsFileLocation field between the TeamsFileLocation and RootParentId fields.

The ContractContentDocuments.csv file contains the information of Pricing Terms file which will be used to create Contract Line Item Document.

The ContractContentDocuments.csv must contain the following fields:

Workspace: Specifies the contract workspace you are adding documents to. The type of identification for this field is specified by the WorkspaceLookupKey parameter in the ImportProjectsParameters.csv file. By default, the WorkspaceLookupKey parameter is set to ContractId, so each entry in the Workspace column must be a valid, unique ContractId.
File: Specifies the relative location of the pricing terms Excel document to be converted and loaded as a line items document. The location is relative to the root of the ZIP file.
Title: Specifies the title for the line items document.

Note: You can also specify any other predefined fields for documents in the contract workspace, including, but not limited to: Folder, Status, and Owner.

Along with the 4 CSV files used for Import Legacy Contracts, include ContractContentDocument.csv and PricingTerms.xls file in the Zip file being uploaded.

A sample Zip file is attached to this article for your reference.

See Also

To create a pricing terms Excel document for the contents, you can use the information in Excel format for contract line items documents to create an Excel document in the correct format. The document must include a Contract Item Information worksheet. You can omit the Contract Header and Header Attributes worksheets. If you do not need or want to specify terms specific to item master data, you can also omit the Item Attributes worksheet.

For information on Importing Legacy Contracts into Contract Workspaces, refer to Contract Administration Guide.

Legacy Contract Import ZIP File Contents

How do I create Contract Line Item Document from Import Legacy Contracts?.zip

2.93 KB

Applies To

Strategic Contracts > Strategic Contracts Import/Export