Importing and Exporting Purchase Orders Transactions
You can import requisitions, purchase orders, and receipts that you previously exported for reuse. You cannot import documents with numbers that you have already assigned in Purchase Orders, unless you have cleared the transactions with those numbers.
The original file from which you imported the information is retained until you delete it.
Purchase orders can include requisition numbers, and receipts can include purchase order numbers. You can import additional cost details for the primary vendor on a receipt, but you cannot import additional costs for secondary vendors.
You cannot import multicurrency requisitions, purchase orders, or receipts into a single-currency Purchase Orders system. Edit a multicurrency import file to remove the multicurrency fields before importing.
You can export all Purchase Orders transaction types, including requisitions, purchase orders, receipts, invoices, returns, credit notes, and debit notes.
Note that Purchase Orders uses more than one database table to store transaction records. If you are exporting any of these records (including additional costs), the Export dialog box shows a list of the tables that you can export for the record once you select the export file type and the file to which to export the data.
For step-by-step instructions on importing or exporting transactions
Click Import or Export on the File menu of a transaction-entry form, then press the F1 key to display System Manager help that will guide you through the import or export process.
See also