Purchase Order Lines

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Posted on by Rendani.Maphaha@imm...

Hi Community,

I want to import purchase order lines using excel add-in and I am getting the below error. Currency, Vendor Account, and Group must be filled in.

When I try to add the fields highlighted in yellow on the above screenshot, the fields are not available on the data entity - purchase order lines v2. How can I add these fields on excel add-in?

I am using design mode in excel-add in to add the required fields but these fields are not there.

Thank You,

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nmaenpaa 101,172 Moderator on at

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You must first create a purchase order header. The header contains information about vendor account, currency and such.

Then, use PurchId of the header on the lines.

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qianwang 7,168 on at

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Hi Rendani,

As the error message shows, did you add the new purchase orders in the excel? The purchase order lines v2 entity are used to update the order lines information, of which the POs have been created in the system.

Regards,

QianQW

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SouravDam 11,732 on at

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Hello Rendani.Maphaha@immix.co.za,

2 ways you can upload PO lines. Through "Excel add-ins" and through "Data management".

In case if you have manually created a new PO first; then upload the lines in that PO by using Purchase order lines V2 data entity.

Else; if you do not create any new PO in ERP yet; then first use Purchase order headers V2 data entity to create a new PO first. And then use Purchase order lines V2 data entity to upload lines in that newly created PO.

Both you can try either by using "Excel add-ins" or "Data management".

Kindly check and provide your feedback.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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Rahul Mohta 21,046 on at

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sequence of import is key

first import header and then lines

if header is imported with currency then lines would carry them

you could also export one of the PO and use it as a template to import

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SouravDam 11,732 on at

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Hello Rendani.Maphaha@immix.co.za,

Is this sorted out?

Appreciate if you kindly go through the suggestions and update us on this thread.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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Rendani.Maphaha@imm... 20 on at

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Hello Sourav Dam,

The suggestions helped, I just forgot to update everyone.

Thanks again for your continuous help.

Best Regards,

Rendani

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