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setting_up_a_new_contract

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setting_up_a_new_contract [2025/06/18 17:43] – tina.roblessetting_up_a_new_contract [2025/06/18 18:11] (current) – tina.robles
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 +
 +__**Field Editing Restrictions and System Validation**__
 +
 +**Data Protection Mechanisms**
 +
 +**Edit Restriction Warnings**
 +  * System Response: Attempting to modify protected fields triggers Excel validation warnings
 +  * Example Scenario: Item price fields may display restriction notifications when modification is attempted
 +  * Purpose: Prevents unauthorized changes to system-controlled data elements
 +
 +**Consistency Protocol**
 +
 +**UI-Excel Parity Rule**
 +  * Fundamental Principle: Field editing permissions maintain complete consistency between contract user interface and Excel document
 +  * Access Control: Fields that are non-editable within the contract management system remain protected in the Excel environment
 +  * Business Logic: Editing restrictions reflect underlying business rules and data integrity requirements
 +
 +**User Guidance**
 +
 +**Error Prevention:**
 +  * Proactive Notification: Excel warnings provide immediate feedback on editing limitations
 +  * Workflow Efficiency: Clear restriction indicators prevent wasted effort on non-modifiable fields
 +  * System Integrity: Protection mechanisms ensure data consistency across all editing platforms
 +
 +**Best Practice:** Before attempting modifications, reference the contract user interface to verify field editability, ensuring efficient use of time and preventing unnecessary validation warnings.
 +
 +{{:pasted:20250618-175108.png}}
 +
 +**__Data Import Process and System Integration__**
 +
 +**File Preparation and Save Protocol**
 +
 +**Document Completion**
 +  * Action: Save updated Excel document upon completion of all modifications
 +  * Critical Requirement: Maintain original filename without alterations
 +  * File Integrity: Preserving filename ensures proper system recognition and processing
 +
 +**Import Procedure**
 +
 +**Step 1: Import Function Access**
 +  * Navigation: Access "Offline Pricing" feature within the contract interface
 +  * Selection: Choose "Import Products" option to initiate upload process
 +  * File Location: Browse and select the saved Excel document from designated storage location
 +
 +**Step 2: Upload and Integration**
 +  * File Upload: System processes the selected Excel document
 +  * Validation: Click "Continue" to proceed with data integration into TPM system
 +  * System Integration: Updated product information is incorporated into the contract configuration
 +
 +**Critical Success Factors**
 +
 +**Filename Preservation:**
 +  * Requirement: Original filename must remain unchanged for successful processing
 +  * System Recognition: Filename serves as validation key for proper data mapping
 +  * Error Prevention: Filename modifications may result in import failures or data misalignment
 +
 +**Process Verification:**
 +  * Quality Assurance: Review imported data within TPM system to confirm accurate integration
 +  * Data Validation: Verify all modifications have been properly applied to contract configuration
 +
 +{{:pasted:20250618-175835.png}}
 +
 +**__Data Validation and Error Handling Protocol__**
 +
 +**Import Validation Process**
 +
 +**Data Quality Assessment**
 +  * Validation Screen: System displays comprehensive data validation results upon import initiation
 +  * Error Identification: Interface clearly identifies problematic data rows requiring attention
 +  * Quality Assurance: Automated validation ensures data integrity before system integration
 +
 +**Error Management and Resolution**
 +
 +**Invalid Product Number Handling**
 +  * System Response: Product numbers not found in TPM database are automatically excluded from import process
 +  * Row Processing: Invalid entries are skipped while valid data continues through normal import workflow
 +  * Error Documentation: System provides detailed reporting on excluded items for user review and correction
 +
 +**Data Processing Logic**
 +  * Selective Import: Only validated, system-recognized data is integrated into the contract
 +  * Error Isolation: Invalid entries do not compromise the import of valid data elements
 +  * Process Continuity: Import process continues despite individual row validation failures
 +
 +**''Best Practices''**
 +
 +**Pre-Import Verification:**
 +  * Product Number Validation: Verify all product numbers exist in TPM system before import
 +  * Data Accuracy: Review Excel data for completeness and accuracy prior to upload
 +  * Error Prevention: Proactive validation reduces import errors and processing delays
 +
 +**Post-Import Review:**
 +  * Validation Results: Carefully review validation screen for any excluded items
 +  * Data Correction: Address invalid entries and re-import if necessary
 +  * System Verification: Confirm successful integration of all intended data modifications
 +
 +{{:pasted:20250618-180418.png}}
 +
 +**__Incomplete Data Handling and Validation Protocols__**
 +
 +__Partial Data Import Processing__
 +
 +**Incomplete Field Management**
 +  * System Behavior: New products with missing required fields trigger "Bad Row" validation warnings
 +  * Import Processing: Despite validation warnings, products are still integrated into the contract configuration
 +  * Data State: Items exist within the contract but remain in incomplete status pending required field completion
 +
 +__Contract Save Validation__
 +
 +**Required Field Verification**
 +  * Save Process: Contract save operation initiates comprehensive data validation
 +  * System Notification: TPM generates reminder messages identifying incomplete required fields
 +  * User Guidance: Clear messaging directs users to specific fields requiring completion
 +  * Save Prevention: Contract cannot be finalized until all required fields are properly populated
 +
 +__Data Integrity Management__
 +
 +**Two-Stage Validation Process:**
 +  * Import Stage: Allows partial data entry with warning notifications
 +  * Save Stage: Enforces complete data requirements for contract finalization
 +
 +**Business Benefits:**
 +  * Workflow Flexibility: Users can import bulk data and complete required fields systematically
 +  * Error Prevention: Multiple validation checkpoints prevent incomplete contract deployment
 +  * Data Quality: Ensures all contracts meet minimum data requirements before activation
 +
 +__User Action Requirements__
 +
 +**Post-Import Tasks:**
 +  * Field Completion: Address all flagged required fields identified during import validation
 +  * Data Review: Verify accuracy and completeness of all imported product information
 +  * Contract Finalization: Complete required fields to enable successful contract save operation
 +
 +{{:pasted:20250618-181026.png}}
  
  
setting_up_a_new_contract.1750268606.txt.gz · Last modified: 2025/06/18 17:43 by tina.robles

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