Importing and Exporting Purchase Orders Setup Records
If you presently have a computerized purchase order system, you may be able to transfer records directly into Sage ERP Accpac Purchase Orders. This process is called importing.
You can also export records from another Sage ERP Accpac Purchase Orders database, edit them in a spreadsheet or other program to change codes, amounts, and other information, then import them into the new Sage ERP Accpac Purchase Orders system you are setting up.
Purchase Orders setup records you can both import and export include:
-
Additional cost codes
-
Ship-via codes
-
Vendor contract costs
-
Templates
-
E-mail messages
-
Optional fields (with Transaction Analysis and Optional Field Creator module)
-
Account Sets (PO standalone system)
-
Items (PO standalone system)
-
Vendor details (PO standalone system)
-
Weight units of measure (PO standalone system)
You can also import and export requisitions, purchase orders, and receipts. You can export returns, invoices, credit notes, and debit notes.
For additional information about importing and exporting all Purchase Orders records and transactions, see the System Manager Help.