Page History: Purchase Order Import
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Page Revision: Mon, 20 Sep 2010 14:20
Default Menu Location
Transaction >> Importers/Exporters >> Purchase and Sales Orders >> Purchase Order Import
Click here for a screenshot
General Description
The Purchase Order Import screen allows users to import external Purchase Order files into Adjutant.
There is a Header and Details (line items) file. Both files are imported at the same time.
Import Template Help - Header File
PoNo - Purchase Order number.
RemitTo - Organization ID of the Remit To company.
Vendno - Organization ID of the Vendor (Sold From).
Orderno - A reference order number. Purchase Orders can be searched by this number on the Purchase Order screen.
Owner - The Organization ID of the Inventory Owner. This is most likely the Org ID of your company.
PODate - Purchase Order date.
ReqDate - Required Date of the PO. This date flows through to the line items as a default date.
Freight - Freight payment terms. This must match a value in the FREIGHT rule.
Terms - PO payment terms. This must match a value in the TERMS rule.
TaxRate - Sales tax rate that applies to the PO (typically 0).
POType - Type of PO. This must match a one-character code in the POTYPE rule. If in doubt, use 'P' for purchase orders and 'R' for vendor returns.
Heldfor - The holder of the inventory. Leave this blank if unsure or use the same value that you entered for Owner.
ConfirmTo - PO Confimation person. Plain text field up to 50 characters.
Remarks - PO remarks field. Plain text field up to 50 characters.
Buyer -Person making the purchase. This must match the full name of a contact with the Buyer attribute.
FOB - FOB terms. This must match a value in the FOB rule.
ShipVia - Shipping method. This must match a value in the SHIPVIA rule.
ShipTo - Only use this field if the PO is being drop-shipped to a customer location. Organization ID of the Ship To.
RecLoct - Warehouse name. This must match a warehouse name that has been set up in the Warehouses screen.
Import Template Help - Details File
PoNo - Purchase Order number.
LineNum - Line number.
Item - Item code. This must match an item code in the Item Master.
Descrip - Description of the item.
QtyOrd - Quantity ordered.
QtyRec - Quantity received.
Cost - Unit cost of the line item.
extcost - Extended cost of the line item.
exttax - Extended sales tax of the line item.
heldfor - The holder of the inventory. Leave this blank if unsure.
recloct - Warehouse the line item was/will be received into.
reqdate - Required Date of the line item.
estdate - Estimated Receipt Date of the line item.
unitfact - Unit factor between the unit and pricing unit. This is normally 1, but could be different if the purchase unit and pricing unit are different.
unit - Purchase unit of measure of the line item. This must match a value in the UNIT rule.
taxable - Taxable status of line item. Use 'n' for not taxable and 'y' for taxable.
Owner - The Organization ID of the Inventory Owner. This is most likely the Org ID of your company.
scost - Cost per pricing unit.
spriceunit - Pricing unit of measure. This must match a value in the UNIT rule.
postatus - Current status of the line item. Use 'o' for open, 'c' for closed, and 'v' for voided.
vpart - Vendor part number.
notes - Line Item notes.
