Manipulate (group) the records on the worksheet into the Purchase Orders that you require.
Example: Sort data by Category Code
Hint: Leveraging the Formatting tools can be helpful for manipulating data effectively.
2. Add Sourcing data.
To manually input sourcing data into the Header section, follow these steps:
· Set the Header Upload Action to "Create" or "Create records" if you wish to extend the action to the Lines section.
· Specify the Procurement BU in the Lines section.
· Include the Requisitioning BU in your download.
· Provide either the Agreement Number or the Supplier Number and Supplier Site information.
Note that this information will only be present in the first row of your grouped requisitions. In some cases, you may need to delete the downloaded Requisitioning BU.
When inputting data into the Lines section, use the Line Upload Action of "Create" or "Create records" to ensure that the action is propagated from the header.
Example
Each category is being sourced from different suppliers.
Add Header Upload Action and Sourcing detail (Either Supplier and site or Agreement or Supplier no)
Validate completes missing fields. e.g. Type, Supplier number, Agreement info, Supplier Site default plus Line Upload Action.
Hint: By utilizing the Create upload action, you have the option to bypass the upload of Requisition lines.
