Use this Integrator to add additional lines to existing purchase orders.
1. Download the purchase order.
2. Enter Update in the Header Upload Action for all orders being updated.
3. Enter Submit for Approval in the Approval Action.
4. Enter data in the required column, Change Description and Change Order Party in the header section.
5. In the lines section, enter the new line(s).
6. For each line, enter Create in the Line Upload Action column.
7. Add the associated schedule and distribution information.
Enter Create in the Schedule Upload Action and Distribution Upload Action for each of the added schedule and distribution.
8. Complete data entry and upload the records.
The image below illustrates how to add line 3 when lines 1 and 2 already exist on the order:
Header Action
Header Details
Change Description
Line Action
Line Details
Schedule Action
Schedule Details
Distribution Action
Distribution Details
Update
123
‘Description’
-
1
-
1
-
1
-
2
-
1
-
1
Create
3
Create
1
Create
1
Note - All existing data on the sheet will be included and uploaded. Any existing lines present in the worksheet will be updated. Remove them prior to upload if appropriate, as per the image below:
Header Action
Header Details
Change Description
Line Action
Line Details
Schedule Action
Schedule Details
Distribution Action
Distribution Details
Update
123
‘Description’
Create
3
Create
1
Create
1
When your data entry is complete you can begin Uploading Data
