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Importing Purchase Orders

  • 23 November 2022
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dpruckus
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Is it possible to import multiple Purchase Orders from Excel? Cant seem to find this option.

 

Thanks.

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Best answer by manikantad18 23 November 2022, 08:27

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manikantad18
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Hello @dpruckus 

Please find the import scenario to update multiple Purchase orders from excel providers.

Attaching sample file for reference

Thanks

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Acumatica Functional Consultant
Naveen Boga
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Hi @dpruckus  In addition to Mani’s comment, a few import scenarios are already providing the Acumatica by default.

You can always refer to these import scenarios for reference.

 

Naveen B
dpruckus
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Hi @dpruckus  In addition to Mani’s comment, a few import scenarios are already providing the Acumatica by default.

You can always refer to these import scenarios for reference.

 

 

Hi Naveen, unfortunately I am not able to find POs import scenario.. Am I in the wrong spot?

 

 

 

dpruckus
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Hello @dpruckus 

Please find the import scenario to update multiple Purchase orders from excel providers.

Attaching sample file for reference

Thanks

 

Hi @manikantad18 . By saying “to update POs”, does that mean they already have to be created in Acumatica? Im looking for a solution to import new POs.

manikantad18
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Hello @dpruckus 

Please find the import scenario to update multiple Purchase orders from excel providers.

Attaching sample file for reference

Thanks

 

Hi @manikantad18 . By saying “to update POs”, does that mean they already have to be created in Acumatica? Im looking for a solution to import new POs.

Have you tried the Import scenario shared by Me?

The import scenario shared will help to create new PO

Acumatica Functional Consultant
Naveen Boga
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@dpruckus  In which version of Acumatica you are currently working on this?

Naveen B
dpruckus
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@dpruckus  In which version of Acumatica you are currently working on this?

 

2022 R1 Build 22.113.0040

dpruckus
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Hello @dpruckus 

Please find the import scenario to update multiple Purchase orders from excel providers.

Attaching sample file for reference

Thanks

 

Hi @manikantad18 . By saying “to update POs”, does that mean they already have to be created in Acumatica? Im looking for a solution to import new POs.

Have you tried the Import scenario shared by Me?

The import scenario shared will help to create new PO

 

Not yet, i though i might ask first. thanks

dpruckus
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Hello @dpruckus 

Please find the import scenario to update multiple Purchase orders from excel providers.

Attaching sample file for reference

Thanks

@manikantad18 I think thats exactly what I need. I was not able to do the import yet, as Im getting 5 errors for missing some fields. Would you be able to help me out? I added the required fields on the  data provider and edited the import scenario, but still getting the same errors. thx

Naveen Boga
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@dpruckus Import POs → Import scenario is also available in the 22 R1 version.

As you are getting the 5 errors with your import scenario, can you please share your XML format of the import scenario here? so that we can check from our end and let you if found anything related to the errors.

Please find the screenshots for reference.

 

Export XML format of the import scenario

 

 

Naveen B
manikantad18
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Hello @dpruckus 

Please find the import scenario to update multiple Purchase orders from excel providers.

Attaching sample file for reference

Thanks

@manikantad18 I think thats exactly what I need. I was not able to do the import yet, as Im getting 5 errors for missing some fields. Would you be able to help me out? I added the required fields on the  data provider and edited the import scenario, but still getting the same errors. thx

Hi @dpruckus Please share the Import scenario file after editing as @Naveen Boga requested.

Thanks

Acumatica Functional Consultant
dpruckus
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Userlevel 2
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Hello @dpruckus 

Please find the import scenario to update multiple Purchase orders from excel providers.

Attaching sample file for reference

Thanks

@manikantad18 I think thats exactly what I need. I was not able to do the import yet, as Im getting 5 errors for missing some fields. Would you be able to help me out? I added the required fields on the  data provider and edited the import scenario, but still getting the same errors. thx

Hi @dpruckus Please share the Import scenario file after editing as @Naveen Boga requested.

Thanks

 

@manikantad18 I was able to fix your solution. It was missing 5 mandatory fields to create POs. Works fine now! thanks.

K
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Hi @dpruckus  In addition to Mani’s comment, a few import scenarios are already providing the Acumatica by default.

You can always refer to these import scenarios for reference.

 

We seem to be missing this import scenario.  Is there someplace that I can download them?

 

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