Once a Master Agreement is created, the detailed information of the Catalog may be entered into the system. These may be manually entered directly onto the Catalog Maintenance page, or, if a Microsoft Excel file has been provided, they may be loaded from the file directly onto the table. Regardless of the method of entry, the Catalog records may only be added or updated when the associated Master Agreement is in a Draft Phase. The following topics focus on how to load a Microsoft Excel file into the system.
Loading catalogs from a Master Agreement requires the following steps:
Step 1: Review and Prepare the Catalog File