Purchase Order Import Setup
Settings > Purchase Order > Purchase Order Imports
Name: The name that will be displayed as the name of the import.
General: See import connections for help setting up a connection to import files.
Setup
Payment Vendor ID: Payment vendor.
Skip rows with zero quantity: If quantity is used, all rows with an amount that is not specified or zero will be skipped.
Skip rows with unit price: If checked, all rows with a unit price that is not specified or zero will be skipped.
Relative Account: This compares the account or alias from the source file to the account number, alias listing, or a specified cross-reference format.
Default Approval Group: The approval group/table with which all POs resulting from the import will be associated.
Columns
Add lines for each column you wish to import. The From Column is the column name or number in the imported file, depending on whether you reference columns by name or number.
Choose the To Column to map it to.
Accounting Period is not a column definition but will be designated when importing POs.
The available columns are:
|
Column Name |
Required |
Comments |
|
Requested By |
No |
The person requesting the PO. |
|
Vendor ID |
No |
This is the only way to identify what vendor to import into. |
|
Address ID |
No |
If not specified, PRIMARY is used. |
|
Date |
No |
If not specified, today’s date will be used. |
|
Payment Vendor ID |
No |
|
|
Item# |
No |
|
|
Quantity |
No |
|
|
Unit Price |
Yes |
|
|
Unit Price Code |
No |
|
|
Account |
Yes |
It must be formatted exactly like the SGA account number. |
|
Object Type |
No |
|
|
Object |
No |
|
|
Comments |
No |
|
|
Ship To Name |
No |
|
|
Ship To Address |
No |
|
|
Description |
No |
|
|
Received Status |
No |
|
|
Payment Card ID |
No |
|
|
Group ID |
Yes |
|
|
Approval Table |
No |
|
|
Delegate User |
No |
|
|
Approval Due Date |
No |
The Menu to import is Daily > Purchase Order Entry > Import.