Issue/Symptom/Question

Where can I find a template for the Purchase Orders, Import Line Item Details pop up?

Applies To

Purchase Orders - Grid Option > Detail Tab

Penta For Windows Version 21.3 and up

Resolution/Fix/Answer

Here is a template for the Purchase Orders - Grid Options, Import Line Item Details. PO import template.xlsx

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.

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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