Menu Path: Inventory > Others > Upload Purchase Order
Below image shows the navigation path that the user will be navigating through to get access into the Upload Purchase Order:
Below are the main interface that the user will be seeing when the user has already accessed into the Upload Purchase Order:
Below showing the steps that the user will have to undertake to do the Upload transaction or process. User will have to upload the template file labeled as "Download Template File" shown in below image.
Once the user have choose to "download the template file", it will automatically display the pop up windows as below and follow the steps as labelled below:
- User will have to take note that the right labelled as "Target Fields" are the compulsory field and will not be able to be removed or add.
- The left labelled as "Source Field" are those fields that can be added or removed into and from the Target field by the user.
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- User will have to also choose their preferences of Delimiter and then click download
- This will eventually download the template file in a .csv format
- Once downloaded the user will have to input all the values for choose source fields into the respective rows
Step 1: Click file link: 'Download Template File'
Notes:
- select source fields and add to target fields (The compulsory fields are pre-selected and can not be removed)
- default format is “comma” delimiter
Step 2: Fill in the data
| No | Field Name | Data Types | Remarks | Where to Find | Sample Data |
|---|---|---|---|---|---|
| 1 | BRANCH_CODE | String with Maximum (50) Characters | Compulsory | Control Panel > Developer > Branch Maintenance > Branch Listing > Refer to "Branch Code" | A Co.-B1 |
| 2 | ITEM_CODE | String with Maximum (50) Characters | Compulsory | Inventory > Item > Item Listing | SERIAL ITEM ABC |
| 3 | ITEM_QUANTITY | String with Maximum (50) Characters | Compulsory | Inventory > Item > Item Listing : ONLY DECIMAL TYPE ITEM CODE can have decimal quantity, other will give error | 2 |
| 4 | PO_DATE | String in the following format (yyyy-mm-dd) | Compulsory | 2017-12-12 | |
| 5 | SUPPLIER_ID | Integer | Compulsory | Supplier > Maintenance > Supplier Listing | 1508 |
| 6 | SUPPLIER_NAME | String with Maximum (100) Characters | Compulsory | Supplier > Maintenance > Supplier Listing | Wavelet |
| 7 | UNIT_PRICE | Floating Point Number | Compulsory | 100 | |
| 8 | ITEM_SERIAL | Text | Compulsory for Serialized Item, use comma separated value, ex : 44421,44422,44423,44424,44425 | 1050289,1050290 | |
| 9 | PKID | Integer | Used to Edit PO | ||
| 10 | TAX_CODE | String with Maximum (36) Characters | Must follow configured Tax Code | ||
| 11 | TAX_RATE | Floating Point Number | Must follow configured Tax Code | ||
| 12 | TAX_TYPE | String with Maximum (36) Characters | Must follow configured Tax Code | ||
| 13 | ACTUAL_ARRIVAL_DATE | String in the following format (yyyy-mm-dd) | |||
| 14 | AUTO_RESET_MA | Boolean | true or false without the quotes, case insensitive | ||
| 15 | ESTIMATED_ARRIVAL_DATE | String in the following format (yyyy-mm-dd) | |||
| 16 | GL_DIMENSION_CODE_(ITEM) | String with Maximum (50) Characters | |||
| 17 | GL_DIMENSION_ID_(ITEM) | Integer | |||
| 18 | ITEM_REMARKS | String with Maximum (1000) Characters | |||
| 19 | PO_REMARKS | String with Maximum (100) Characters | |||
| 20 | REBATED_PRICE | Floating Point Number | |||
| 21 | REFERENCE# | String with Maximum (100) Characters | |||
| 22 | REQUEST_DELIVERY_DATE | String in the following format (yyyy-mm-dd) | |||
| 23 | SHIPMENT_REFERENCE | String with Maximum (100) Characters | |||
| 24 | SHIPPING_ADDRESS | String with Maximum (1000) Characters |
Excel sample:
- Inventory Type - Normal Item
- Decimal Type
- Batch and Expiry Type
- Coupon Type
- Serialzed Type
Step 3: Save file, save as comma separated values (.csv) format
Step 4: Upload file
Sample of Error Message:
- If the file is not sucessfully uploaded, please refer to the column with RED color background
- Please move the cursor to the RED color background to see the Error Message
- If this situation happen, please verify and correct the error eg: in the above case, check the item quantity and please take note that only decimal quantity only applicable for decimal item type
- After editing the file, please repeat STEP 4
NOTES:
When Users use set the Rebate Price function while create the Purchase Order (PO)
- Update the Rebate Price is available on Upload Purchase Order function → add the Header on the CSV file
- Check the Purchase Order Listing Detail
- Please refer to Rebate Price and Auto Reset MA Formula and Method for more details information
Related Wiki Pages:
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