Purchase Order Import Setup


Purchase Orders can be imported into SGA. The import format must be in place before you can import data into SGA.

Setup > Imports > Purchase Order Imports

Name: The name that will be displayed as the name of the import.

General: See import connections for help with setting up a connection to a file to import.

Setup

Payment Vendor ID: Payment vendor.

Skip rows with zero quantity: If quantity is used then all rows with a quantity not specified or zero will be skipped.

Skip rows with unit price: If checked all rows with a unit price not specified or zero will be skipped.

Relative Account: Compares the account or alias from the source file to the account number or alias listing, or compares the account from the source file to a specified cross-reference format.

Default Approval Group: The approval group/table with which all POs resulting from the import will be associated.

Columns

Add lines for each column you wish to import. “From Column” is the column name or number in the file being imported, depending on if you reference columns by name or number.

Choose the “To Column” to map it to.

Accounting Period is not a column definition but will be designated at the time of PO’s are imported.

The available columns are:

Column Name

Required

 Comments

Requested By

No

The person requesting the PO

Vendor ID

No

This is the only way to identify what vendor to import into

Address ID

No

If not specified, PRIMARY is used

Date

No

If not specified, today’s date will be used

Payment Vendor ID

No


Item#

No


Quantity

No


Unit Price

Yes


Unit Price Code

No


Account

Yes

Must be formatted exactly like the SGA account#

Object Type

No


Object

No


Comments

No


Ship To Name

No


Ship To Address

No


Description

No


Received Status

No


Payment Card ID

No


Group ID

Yes


Approval Table

No


Delegate User

No


Approval Due Date

No


Menu to import is: Daily > Purchase Order Entry > Import