Uploading Rates

The various components of Rates can be uploaded in bulk using SAP Fieldglass standard connector .csv files.

When initially loading a rate structure into a tenant, files must be loaded in a certain order. For example: when you’re loading a Rate Group, which is a grouping of Rate Codes, those Rate Codes must already exist in the tenant. Additionally, if you’re loading Rate Codes with Rate Component Groups, those Rate Component Groups must already exist in the tenant.

The order for loading rate file is as follows.

1. Upload Rate Components = Used to create Rate Components in bulk.
2. Upload Rate Component Groups = Used to create Rate Component Groups in bulk and associates Rate Components to them.
3. Upload Rates = Used to create individual Rates in bulk.
4. Upload Rate Groups = Used to create Rate Group shells in bulk.
5. Upload Rate Grids = Used to create Rate Grid shells bulk.
6. Rate Group Detail Upload = Used to associate individual Rates to Rate Group(s) in bulk.
7. Rate Grid Detail Upload = Used to associate multiple suppliers, sites, and Rate Groups to Rate Grid(s) in bulk.

Not all uploads will be applicable, depending on the rate structure that’s being created.

The first few lines at the top of the Rate Code upload connector provide information for how this upload file should be processed. All upload files for SAP Fieldglass are required to have a section like this, though the specific fields may vary. The name of the connector is included, as well as the language used in the file and the number format.

Some other important fields to call out include the rate type, the factor and the base rate category (for example Overtime is calculated as 1.5x the ST rate) and the rate component group that should be associated to this rate code.

Select each marker in the image below to learn more about each data row of the Rate Code upload connector.

It’s important to note that Rate Group and Rate Grid uploads simply create the name of groups and grids, and act as placeholders for the details.

Rate Group Upload

The Rate Group upload connector uploads rate group codes as placeholders for details of the rate groups. The details are loaded through separate connectors.

Rate Grid Upload

Rate Grid upload just loads the name of the Rate Grids that will be used to house the details.

The top section of the upload template that tells the application which connector is being used and which language to load data in.

The required columns include

• modification type
• code
• name

as well as the optional Description.

This data is populated in the upload file according to the naming convention the customer put together.

Rate Grid data is populated in the upload file according to the naming convention the customer put together

Rate Group Details is where the specific Rate Codes that comprise the Rate Group are actually uploaded, and Rate Grid Details is where the specific Rate Groups that comprise the Rate Grid are uploaded.

This document acts as a map to tell the application how to associate these vales appropriately. Each Rate Grid has to have a specific row of data to capture the unique combination of Supplier, Site and Rate Group.

• The Rate Grid Code column contains the names of the Rate Grid Code which were loaded using the Rate Grid Upload template.
• The Supplier, Site and Rate Group columns contain the exact supplier, site, and rate group combination to be associated to the Rate Grid entered in the Rate Grid Code column.