Issue/Symptom/Question

What are the best business practices when setting up a PO that will be used to import Line Item Detail rows?

Applies To

Purchase Orders - Grid Option

Import Line Item Details

Resolution/Fix/Answer

When setting up a Purchase Order that you plan on importing detail rows using the Import Line Item Details pop up, it is recommended to leave the master record distribution rows null.

List of master record distribution fields:

Job ID
WO ID
Default CT
Default CC
WO OU ID

If a user has one of the master record distribution fields entered and attempts to import a file with a row that does not match that master record, they may receive a validation error and be prevented from importing the file. Any master distribution record added after all files have been imported into the Purchase Orders - Grid Option screen will only apply to new Detail Lines.

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