Importing a spreadsheet

You can import a Microsoft Excel spreadsheet that contains the data required to create an order or update records in these functions:

  • Sales Order Entry
  • Purchase Order Entry
  • Transfer Entry
  • Product Exception Center Administration
  • GL Transaction Entry
  • Customer Transaction Entry
  • Vendor Invoice Center Entry
  • CR Reconciliation Center Entry
  1. Navigate to the function.
  2. Click Import From Excel.
  3. Specify the File to Import.
  4. Verify that the value in the Max Lines field is large enough to import all the lines on the spreadsheet. The maximum is 999.
  5. Click Import File.
  6. Verify the data in the grid. To correct errors and make other changes as required, click the drill down icon for the line.

    If OK To Process is selected, then the line is created in the function with no changes. If OK To Process is not selected, you must correct the invalid information before the line can be created.

  7. Click Submit to create the line items in the function.
  8. Verify that the records were created, and then click OK.