Due to Payment Details being available against Supplier Profile, Supplier Address and Supplier Site. The download solution in this integrator caters for the above levels to be download in a format that supports this.
When downloading via Sheet or Form select from the ribbon as per the below screenshot.
Download Via Form
After choosing “Download Via Form” a download form prompt will appear enabling you to select the level you wish to download your data to prepare it for upload as below:
Download Source - All
If “All” is selected a form presents which enables you to enter Supplier Name, Supplier Number, Address Name, Procurement BU and Supplier Site.
If all fields are entered, then Payment data will be downloaded for the Supplier Site that is entered.
If Supplier Name, Supplier Number, Address Name and Procurement BU are entered, Payment data will be downloaded for any Sites associated to the entered Procurement BU.
If Supplier Name, Supplier Number and Address Name are entered, Payment data will be downloaded for any Addresses, Procurement BUs and Sites associated to the entered Address.
If Supplier Name and/or Supplier Number are entered, Payment data will be downloaded for any Addresses, Procurement BUs and Sites associated to the entered Supplier.
Download Source - Site
If “Site” is selected a form presents which enables you to enter Supplier Name, Supplier Number, Address Name, Procurement BU and Supplier Site.
If all fields are entered, then Payment data will be downloaded for the Supplier Site that is entered.
If Supplier Name, Supplier Number, Address Name and Procurement BU are entered, Payment data will be downloaded for any Sites associated to the entered Procurement BU.
If Supplier Name, Supplier Number and Address Name are entered, Payment data will be downloaded for any Sites associated to the entered Address.
If Supplier Name and/or Supplier Number are entered, Payment data will be downloaded for any Sites associated to the entered Supplier.
Download Source - Address
If “Site” is selected a form presents which enables you to enter Supplier Name, Supplier Number and Address Name.
If all fields are entered, then Payment data will be downloaded for the Address that is entered.
If Supplier Name and/or Supplier Number are entered, Payment data will be downloaded for any Addresses associated to the entered Supplier.
Please note: If the Supplier Address Name is not refined by supplier and is a duplicate, after selection, if a site is searched, any sites for any supplier will be returned.
Download Source - Supplier
If “Site” is selected a form presents which enables you to enter Supplier Name, Supplier Number and Address Name.
If Supplier Name and/or Supplier Number are entered Payment data will be downloaded for the entered Supplier.
Download Via Sheet
Prior to entering your data in the sheet it’s important to be aware of which level you want to download your data from.
Once data is selected and ‘Download Via Sheet’ is entered the following form will display.
The below screenshot illustrates how entered data will download at each level selected.
Sections:
