The article outlines the steps to Import Product Purchase Orders.
FOLLOW STEPS BELOW:
Download/ Save the export template
1. In Navigation, Select Product Purchasing then select PPOs
2. Press the Import Icon
3. Click 'Save template to export & save the 'basic' template
4. OR click the down arrow to export & save the 'Full' template
5. Specify file location & name for saving
6. Click yes to open now
Capture product type data into basic or full import template
7. Capture data is per required & optional columns
8. Save the file as Excel or CSV
Basic
| FIELD | REQUIRED | DEFAULT VALUE | NOTES | CAN UPDATE INCORRECT VALUES IN IMPORTER |
| PpoId | YES | -1 | Matching ID's are grouped into a single PPO | YES |
| Division | YES | YES | ||
| Vendor | YES | YES | ||
| Warehouse | YES | YES | ||
| PO Date | YES | Current Date | YES | |
| DueDate | YES | Current Date | YES | |
| ShipDate | YES | Current Date | YES | |
| BackwardsPlanningDate | NO | YES | ||
| Process | NO | YES | ||
| TaskTeam | NO | YES | ||
| TaskRole | NO | YES | ||
| JobStyle | YES | YES | ||
| Range | YES | YES | ||
| Colour | YES | YES | ||
| ProductDescription | YES | YES |
Full
| FIELD | REQUIRED | DEFAULT VALUE | NOTES | CAN UPDATE INCORRECT VALUES IN IMPORTER |
| PpoId | YES | -1 | Matching ID's are grouped into a single PPO | YES |
| Division | YES | YES | ||
| Vendor | YES | YES | ||
| Warehouse | YES | YES | ||
| PO Date | YES | Current Date | YES | |
| DueDate | YES | Current Date | YES | |
| ShipDate | YES | Current Date | YES | |
| BackwardsPlanningDate | NO | YES | ||
| Process | NO | YES | ||
| TaskTeam | NO | YES | ||
| TaskRole | NO | YES | ||
| JobStyle | YES | YES | ||
| Range | YES | YES | ||
| Colour | YES | YES | ||
| ProductDescription | YES | YES | ||
| ShipToAddress | NO | YES | ||
| VendorAddress | NO | YES | ||
| S1-S30 | NO | YES |
Import the completed basic or full import template
9. Return to the PO Importer in Sync and select 'Browse' in the 'File To Import:' Field
10. Choose the Completed Template File
11. Review Column Mapping and specify Default Values
12. Select Validate Data
13. Review and make changes if there are any errors
14. Select Import
NB. For a quick tutorial watch below
