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Purchase Orders - Grid Option > Detail Tab > 

PFW 21.2 and up

Resolution/Fix/Answer

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Enter all desired fields for each line and load the file using the Import Line Item Details pop up. 

Note:  The row that starts the line item detail information needs to have a named value of start_detail on the row number itself.  

Image Added
 

Spreadsheet columns you include must have names for price information.

PENTA Field Label

Excel Column Name

Required In File?

Line Number

line_num

If it is not auto-numbered

Product Id

prod_id

If it is an inventory distribution

Catalog Id

catalog_id

If it is an inventory distribution

Supplier Product Id

ven_prod_id

If it is an inventory distribution

Description

long_descr


Units

price_data_units


Purchase UM

pum


Unit Price

price_data_orig_up

No

Price Factor

price_data_pricing_factor_cd

No

Price Multiplier

price_data_price_mult

No

Amount

 cc_calcamount


Line Type

po_line_type_cd


Job Id

job_id

If it is a job distribution

Cost Type

cost_type_cd

If it is a job distribution

Costcode

cc

If it is a job distribution

OU

dr_ou_id

If it is a GL Distribution

GL Account

acct_num

If it is a GL Distribution

Fixed Asset Id

fa_id

If it is a fixed asset distribution

FA Expense Category

fa_exp_cat_num

If it is a fixed asset distribution

Work Order Id

wo_id

If it is a work order distribution

Work Order OU Id

wo_ou_id

If it is a work order distribution

Work Order Cost Type

wo_cost_type_cd

If it is a work order distribution

Task Id

wo_task_id

No

Maint Contract Id

maint_contract_id

No

Line Status

po_stat_cd


Status Date

d_stat_date


Tag Id

item_num

No

Taxable?

taxable_indicator


Tax Exempt Reason

tax_exempt_reason_cd


Tax Certificate

tax_certificate


UM Ratio (Purch)

pum_ratio


UM Ratio (Stock)

um_ratio


Overrun Percent

allow_ovrn_pct


Overrun Amount

allow_ovrn_amt


Overrun U.P. Percent

allow_ovrn_up_pct


Overrun U.P. Amount

allow_ovrn_up_amt


Date Needed

d_needed_date


Date Promised

d_promised_date


Manufacturer Id

display_manufacturer_id


Manufacturer Cat #

display_manufacturer_cat_num


UDF 1*udf_1_column_name*
UDF 2*udf_2_column_name*
UDF 3*udf_3_column_name*
UDF 4*udf_4_column_name*and so on...


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