Purchase Order Import/Export
This program exports your Purchase Order records into a tab delimited text file. This file can then be edited manually or via a spreadsheet program, and then re-imported into the RTA system to update any changes made.
System switch "Allow Zero Lines PO" (SSM-P #5) is ignored for the import process. Even though this switch may be set to "No" a PO with no lines may be added to the system.
Import Options:
Create New
Checked - New records will be created
Unchecked - New Records WILL NOT be created
Update Existing
Checked - Existing records will be updated
Unchecked - Existing Records WILL NOT be updated
New PO Numbers - If System Switch (SSM-P #31) is set to use system generated PO Numbers Options:
Use Import File PO # - Will use the PO number from the import file
Generate System PO # - Will generate a new system PO number
Import Field Definitions
| Field | Value | Type/Size |
|---|---|---|
| PO Facility | Required | int(5) |
| PO Number | Required | char(10) |
| PO Extension | When not Specified Default is 0000 If PO is a blanket PO this number will be generated by the system and will override the entered number. | int(4) |
| Bill To Facility | When not Specified Default is PO Facility | int(5) |
| Ship To Facility | When not Specified Default is PO Facility | Int(5) |
| Vendor Facility | Required | Int(5) |
| Vendor Number | Required | Int(10) |
Invoice | char(20) | |
| Order Total | decimal(13, 2) | |
| Received Total | decimal(13, 2) | |
| Freight Total | decimal(13, 2) | |
| PO Status | N = Open (Default) P = Partial Y = Closed C = Canceled B = Billable | char(1) |
| Bid Number | char(20) | |
| Grant Number | char(20) | |
| Requisition Number | char(6) | |
| Work Order Number | char(10) | |
| Buyer | When switch "Set Buyer to User ID" (SSM-P #06) is set to Yes When not specified Buyer is set to RTA User ID | char(15) |
PO For | char(15) | |
| Commodity | char(15) | |
| Due Date | date | |
| Received Date | date | |
| Invoice Date | date | |
| PO Date | date | |
| PO Prefix | When not specified default is switch "Po Prefix (SSM-P #17) | char(4) |
| PO Suffix | When not specified default is switch "Po Suffix (SSM-P #18) | char(4) |
| F.O.B. | char(10) | |
| Blanket PO Start Date | Only when switch "Use Blanket PO's" (SSM-P #14) is set to "Yes" | date |
| Blanket PO Expire Date | Only when switch "Use Blanket PO's" (SSM-P #14) is set to "Yes" | date |
| Blanket PO Flag | Only when switch "Use Blanket PO's" (SSM-P #14) is set to "Yes" N = No (Default) Y = Yes | char(1) |
Blanket PO Type | Only when switch "Use Blanket PO's" (SSM-P #14) is set to "Yes" R = Release (Default) C = Change Order | char(1) |
| Blanket PO Budget | Only when switch "Use Blanket PO's" (SSM-P #14) is set to "Yes" | decimal(7, 2) |