PO> Purchase Orders

Import Purchase Orders

 

Summary

 

The Import step of the Purchase Orders process is used to import purchase orders that can then be modified in the following step in the batch process.

 

Related Links

 

Click here for information on Import Configuration Maintenance.

 

Step by Step

 

1     Create a new Purchase Orders batch. 

 

 

2     Import purchase orders into the batch. 

 

  • Open the Import window (PO> Purchase Orders> Import).
  • The Import step is used to import a large number of purchase orders.
  • Select the Configuration of the import file.
    • The Configuration drop-down field will display all of the import configurations created in the application.
      • Import configurations are customized import layouts that will take the data from an from a third-party application export file and reconfigure it to meet Springbrook layout requirements.
      • Import file configurations are created and maintained on the Import Configuration Maintenance window (SS> Maintenance> Import Configuration). Click here for information on Import Configuration Maintenance.
    • Once a configuration is selected, you can click the Layout icon to display additional information about the expected layout of the import file.
      • If the import file does not match the expected configuration, the import process will encounter an error and the file will not be imported.
  • Enter the File Name or click the field label to browse to the desired import file.
  • Click the Confirm icon to import the file.

 

3     Modify the purchase orders and then commit the batch.