Please click here to view a short video on how to create a purchase order.
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8. If an error occurs, open the output CSV file, make the necessary corrections, and re-import the corrected output file.
Purchase Order Import Criteria
Field | Format | Definition | ||||||||
PO Number PO # | Maximum of 8 digits. | If left blank, the system will auto assign.PO number will be automatically assigned. | ||||||||
Date | Acceptable formats as used in UI can utilize '/' slashes or '-' hyphens or numbers only (no delimiter).
| Enter purchase order date or if left blank, the system will default to current date. | ||||||||
Vendor Number or Vendor # | Valid vendor number. | Vendor must be active. Will be Multi-Vendor Purchase Order if left blank. Specifies the vendor the goods/services are being ordered from. | ||||||||
DescriptionString with maximum of 3000. | Maximum length is 3000 characters. | Description in PO Header that may be used for any special instructions, detail or description associated with the purchase order as a whole. | ||||||||
Deliver By Date | Acceptable formats as used in UI can utilize '/' slashes or '-' hyphens or numbers only (no delimiter).
| Date the Purchase Order items are being requested to be delivered. If left blank, the Deliver By Date will import blank. | ||||||||
TermsString with maximum of 3000 | Maximum length is 3000 characters. | Optional field for any special terms for the purchase order. | ||||||||
Attention | Maximum length is 3000 characters. | Optional field for individual's name the goods/services are being ordered from. | ||||||||
Source | Maximum length is 3000 characters. |
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Summary | Maximum length is 3000 characters. | Optional field for description of the entire purchase order as a whole. | ||||||||
Item Number | Item Description | Units | Quantity | Unit Price | Reference Number | Charge Quantity | Charge Unit Price | Full Account CodeNumber. | Required field. This is the item number or line number for PO item with first item starting with 1. | |
Item Description | Maximum length is 3000 characters. | Description of the PO item being ordered. | ||||||||
| Units | Number. | Type of unit being ordered. (i.e. box, carton) | ||||||||
| Quantity | Number up to Max = 99999.999 | Required field. Number of items to be ordered. | ||||||||
| Unit Price | Must be a number. Cannot use $. | Required field. Dollar amount per unti for the items being ordered. Enter dollars, decimal point and cents only. | ||||||||
| Reference Number | Must be a number. | Required field. Detailed number for the item being charged. This will always match the Item Number unless it is a split item. | ||||||||
| Charge Quantity | Number up to Max = 99999.999 | Only required when splitting items. Charge Quantity. | ||||||||
| Charge Unit Price | Number up to Max = 999999999999999.9999 | Only required when splitting items. Charge Unit Price. | ||||||||
| Full Account Code | Must be formatted with the hyphen as the delimiter as in the UI. (i.e. 001-2421-512-0000-000000-000-00-000) | Required field. The Account used must be an expenditure account. |
Repair Purchase Order
The Repair option allows you to change the purchase order date, vendor and/or item account code as long as the PO and/or PO charge does not have any payments (disbursements) posted against it. Repair can be used prior to any payables being posted to disbursements ('Post selected' option on Payables grid). Once disbursements have been posted and appear on the disbursements grid, the Repair option will no longer be available. The intention of the repair option (versus editing a PO) is that it will also update any associated invoices and payables. Changes for each tab/option are processed separately so the current tab you are working with, when you click 'Update', is the change that will be made. A downloadable summary of the results will be provided when processing is complete.
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