Menu Path: System Administration Imports Purchasing Purchase Order Import
Import purchase orders from an external file.
Use Purchase Order Import to import purchase orders instead of entering the orders manually in Purchase Order Maintenance. The import file can include header, line item, additional charge, and users to notify records. The line item and additional charge records must immediately follow the associated header record in the import file.
Note Duty charges are automatically added to imported purchase orders if harmonization charges are set up for the purchased products.
For import format information, see Purchase Order Import Format.
To import purchase orders:
Select whether you want to validate and import valid data from a file, validate and import all data from a file if it is all valid, or only validate data in a file.
Enter or select the purchase order import file.
Click the Print Options tab, and select output options for the import report.
Click the Import or Validate button in the ribbon to start the import and/or validation process. The Importing dialog box appears. The Import Status field displays the status of the import, including any error messages.
If the import file format is not correct, the import is not completed.
Note The import log file displays the purchase order numbers that were imported.
You can import from the following file types:
Excel (.xls, .xlsx, .xlsm, or .xlsb)
Note If you import from an Excel workbook that contains multiple worksheets, data is only imported from the first worksheet in the workbook.
comma-separated list (.csv)
text (.txt)
data (.dat)
Note To import a .csv file, enter your data in Excel, and then save the worksheet as a .csv file. Each field in a .txt or .dat file must be separated by a caret (^) character. There should be no spaces between each field in a .csv, .txt, or .dat file.
Button |
Description |
Exit |
Click this button to close the Purchase Order Import window. |
Import |
Click this button to start the import process. This button is only available if you select the Import Valid Data (Skip Errors) or Import if all Data is Valid radio button. |
Validate |
Click this button to start the validation process. This button is only available if you select the Validate Only radio button. |
Import Override Maintenance |
Click this button to display Import Override Maintenance, which allows you to set the default processing and file type options for the import window. |
Field or Button |
Description |
Select one of the following processing options:
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Enter the path and file name containing the data to be imported, or click the Lookup button to navigate to and select the file. |
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Select this check box to view the import log file after the validation or import is complete. |
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If this check box is cleared, costs are determined as if the purchase order was manually entered. Select this check box to determine costs as follows:
Note Zero is different than blank.
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This field displays the current status of the import in progress. |
Field or Button |
Description |
Select one of the following output options:
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Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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