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.

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).
  • Once a configuration is selected, you can click VIEW LAYOUT/FORMAT 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.
• Click the SELECT FILE button to browse to the import file or drag and drop the file into the area to the right of the button.
• Click the Submit button to import the file.

3     Modify the purchase orders and then commit the batch.