Creating purchase orders

PO Tracker reference: the single purchase order form and the bulk upload template.

Select Add POs from Supplier POs or Customer POs. The Add Purchase Orders drawer opens with two tabs: Single Purchase Orders and Bulk Upload. The open tab decides which type of PO a single entry creates. Add POs from Supplier POs or Customer POs only; Self POs are not added manually.

Single purchase order form

Order information

Field	Req.	Type	Values and validation	Default
PO Number	Yes	Text	Your PO number.	Empty
Visibility	No	List	Private, Shared With Revision, Shared Without Revision. On Supplier POs it inherits the account default. Disabled in some cases (see Rules and restrictions).	Account default
PO Date	No	Date	Date picker.	Empty
Purpose	No	Text	Free text.	Empty
PO Type	No	Text	Free text.	Empty
Transport	No	Text	Free text (transport method).	Empty
Delivery Date	No	Date	Date picker.	Empty
Cancel After	No	Date	Date picker.	Empty
Share Locations with Partner	No	Checkbox	Overrides the account sharing default for this PO.	Account default
Share Trade Items with Partner	No	Checkbox	Overrides the account sharing default for this PO.	Account default

Shipping information

Field	Supplier PO	Customer PO
Ship From Partner	Required. You select the supplier.	Set automatically to your self Trade Partner (not editable).
Ship From Location	Disabled until a supplier is chosen; then optional, and lists that supplier's Locations. The supplier's ship event establishes the actual origin.	Required. You select your origin Location.
Ship To Partner	Set automatically to your self Trade Partner (not editable).	Required. You select the customer.
Ship To Location	Required. You select one of your Locations.	Disabled until a customer is chosen; then required, and lists that customer's Locations.

Grayed-out fields cannot be selected or edited. Destination Locations can be targets that change through rerouting; the receive event establishes where receipt actually occurred.

Line items

Field	Req.	Type	Values and validation
Product	Yes	List	Trade Items in the account. On Supplier POs, choose Trade Items your organization owns, which you may share with suppliers.
Quantity	Yes	Number	Required.
Unit	No	List	LBS, KGM, CASES, UNITS. Defaults to the Trade Item's unit when it has one.
Unit Price	No	Currency	Amount in $.
Price Basis	No	List	Per Unit, Per Case, Per Pallet.
Store Allocations	No	Rows	Select Add Allocation to enter a quantity for one or more Locations. Use Add Line Item for more lines.

Add POs is disabled until all required fields are complete. On success the screen shows Purchase order created successfully.

Bulk upload

The Bulk Upload tab shows: Step 1, "Download and fill out the Excel Template"; Step 2, "Drop the file in the box below". The note "Excel format is required (.xlsx or .xls)" applies. Select Upload to submit.

After upload, the screen shows Successfully uploaded file. Processing purchase orders... Processing runs in the background and a file of about thirty rows finishes in about a minute. Refresh the list to see the results. The screen does not show a completion message or an error report, so compare the tab counts with your file.

Bulk upload template

The template workbook has three sheets. Row 1 holds the column names; row 2 holds the keys.

Purchase Orders

Column	Req.	Values
PurchaseOrderNumber	Yes	The PO number. Repeated on the other sheets to link rows.
PoType	Yes	Supplier: Supplier POs. Customer: Customer POs. Self is not accepted, because Self POs are not added manually. The column decides the tab; the tab open during upload does not.
ShipFromTradePartner ID / URN	Yes	Trade Partner identifier.
ShipFromLocation ID / URN	Conditional	Location identifier.
ShipToTradePartner ID / URN	Yes	Trade Partner identifier.
ShipToLocation ID / URN	Conditional	Location identifier.
PurposeCode	No	Free text.
PoTypeCode	No	Free text.
PurchaseOrderDate	No	Date.
RequestedDeliveryDate	No	Date.
CancelAfterDate	No	Date.
TransportationMethod	No	Text.
Visibility	No	Whether the PO is Private, Shared With Revision or Shared Without Revision.
LocationShare	No	True / False.
ProductShare	No	True / False.

Line Items

Column	Req.	Values
PurchaseOrderNumber	Yes	Matches a PO on the first sheet.
LineItemNumber	Yes	Line number.
Product ID / URN	Yes	Trade Item identifier.
QuantityOrdered	Yes	Number.
UnitOfMeasure	No	LBS, KGM, CASES, UNITS.
UnitPrice	No	Number.
PriceBasisCode	No	Per Unit (UNIT), Per Case (CASE), Per Pallet (PALLET).
PackSize	No	Number.

Store Allocations

Column	Req.	Values
PurchaseOrderNumber	Yes	Matches a PO.
LineItemNumber	Yes	Matches a line on the Line Items sheet.
Location ID / URN	Yes	Location identifier.
Quantity	Yes	Number.

Identifiers must match an existing Trade Partner, Location or Trade Item. A PO that cannot be matched is not created and no message is shown (see Rules and restrictions).

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