Add Article Group (Credit Limit Template)

Objective:

  • Add a credit limit template.

  • Update existing template when credit_limit_template_external_id already exists.

  • Add or update article limits in the same file when article_external_id and article_limit are provided.

Filename:

  • Pattern: AddArticleGroup_xxxxx

  • Example: AddArticleGroup_20240123-093412.csv

Columns:

Header

Alternative header

Requirement

Description

id

credit_limit_template_external_id

Mandatory

Unique credit limit template identifier

name

credit_limit_template_name

Optional

Credit limit template name. The default name is used when empty.

customer

customer_external_id

Optional

Associated customer ID

article

article_external_id

Optional

Article ID to include in the template

limit

article_limit

Optional

Limit for that article in the template

Rules:

  • article_external_id and article_limit must be used together.

  • Rows with only credit_limit_template_external_id and credit_limit_template_name will create or update templates without article limits.

  • customer_external_id is required in supplier mode.

Examples:

As supplier:

credit_limit_template_external_id;credit_limit_template_name;customer_external_id
100;Nurse;11118-3
102;Doctor;11118-3

As customer:

credit_limit_template_external_id;credit_limit_template_name;article_external_id;article_limit
100;Nurse;12-1;2
100;Nurse;12-3;2
102;Doctor;12-7;1

Templates with article limits:

credit_limit_template_external_id;credit_limit_template_name;customer_external_id;article_external_id;article_limit
100;Nurse;11118-3;12-1;2
100;Nurse;11118-3;12-3;2
102;Doctor;11118-3;12-7;1

Multiple customers in one file:

credit_limit_template_external_id;credit_limit_template_name;customer_external_id;article_external_id;article_limit
100;Nurse;11118-3;12-1;2
100;Nurse;11118-4;12-1;2
200;Service;11118-5;40-2;1