GREENFIELD
Purchase Order Commits : Mass Upload
15 Sept 2018
P2P-231: Purchase Order Commits: Mass Upload
❑ Deployed in Production 15 Sept 2018
❖ Enhancement to download Purchase Orders (PO) from ISupplier and Upload PO
Commits via Spreadsheet
❖ Users may download as a report of Purchase Orders available.
Navigation:
Home -> Purchase Orders Mass Upload Form
P2P-231: Purchase Order Commits: Mass Upload
❖ There are two tabs:
Use PO Download to query out your Purchase Orders
Use PO Upload to upload your file
❖ Use Filters to refine your search. Example: Show me POs with ISupplier Status -
“Requires Acknowledgement” / Show me POs that are “Updated On” – Today’s Date.
P2P-231: Purchase Order Commits: Mass Upload
❖ Download Template and Open with Excel
P2P-231: Purchase Order Commits: Mass Upload
❑ Updating Commits
❖ Update only the cells highlighted in Yellow above.
❖ Provide your “Promise_Date” and “Supplier_Quantity” against MSI’s
“Need_By_Date” and “Asking_Quantity”
P2P-231: Purchase Order Commits: Mass Upload
❑ Updating Commits
❖ There are only 2 Actions to use in the upload template
1) UPDATE
2) ADD
❖Always use Action of “UPDATE” when updating the commits, unless there is a need
to “ADD” shipment lines.
❖ A Reason is mandatory whenever your commits (either date / qty) does not match
with MSI’s request.
P2P-231: Purchase Order Commits: Mass Upload
❑ Uploading Your File
❖ Save file as a .csv format and with file name Purchase_Orders
❖ Navigate to tab PO Upload to upload the file
❖ A Request ID will be generated.
P2P-231: Purchase Order Commits: Mass Upload
❑ Validate Upload Status
❖ ISupplier Homepage – View Requests
❖ 5 different requests would kick off.
The last 2 requests would trigger
email output to user of
Success/Error details
The first 3 requests indicates that the Upload
is Successful when Completed / Normal.
P2P-231: Purchase Order Commits: Mass Upload
❑ Sample of Email Alert
❖ “Processed” column – “S” indicates Success, and “E” is Error
❖ An error message will be provided when an Error occurred.
P2P-231: Purchase Order Commits: Mass Upload
❑ Adding Lines to Commit (Split)
❖ A “Reason” is mandatory when a Commit is Added / Split against the original MSI
request.
❑ Note:
❖ In the original line use Action of “UPDATE”
❖ In the added line, copy paste the original line and amend Promise Date / Supplier Quantity as
necessary. Use Action of “ADD”
❖ Provide “Reason” for each line.
❖ Change request would be routed to the buyer for approval.
❖ There is no need to change the Line / Shipment Number.
1
2
1
2
In this scenario, the user has
split the request of 200pcs from
MSI to 2 different shipments
P2P-231: Purchase Order Commits: Mass Upload
❑ Summary
***Do provide your acknowledgements to MSI POs within 48 hours***
Please see Appendix for using List Separator ~ in your upload file
Appendix
❏ The Upload File only Accepts “ ~ “ as a List Separator in the .csv file.
❏ There are 2 options to validate / correct this.
Option 1.
If you Save the File to desktop and Open with Excel, It might require you to use Text to columns to List Separate with “ ~ “
Option 2.
Make changes in Notepad prior to upload (if change is needed)
1.In Excel - highlight Column A,
Excel Header - Data - Text To
Column
2.Delimiters - Select Others ~
3. Finish
1, Open PurchaseOrders.csv
file as Notepad.
2. Header - Edit - Replace
3. If the delimiters is “ , “ ,
Replace all “ , “ with “ ~ “
