Dynamics 365 CommunityForums Microsoft Dynamics RMS (Archived) Is there or can there ...

Is there or can there be an import function to generate purchase orders for existing items in database

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Posted on by Community Member Microsoft Employee

For the times that purchase orders must be created manually for every entry on the purchase order, there should be an import document function using an excel format. The items would have to already exist in the database, and could be put into a .xsl file in a particular format for an "import" to populate a purchase order. Often times purchase orders cannot be generated strictly with the parameters RMS allows, and the purchase order is done from blank. When these orders are over 400 line items, this is quite tedious. Every vendor has some type of file in reference to an order or invoice. Anyone knowing how to use excel could manipulate what a supplier's file type is, to any applicable excel format that would work to "create a purchase order" > Generate from file > Select file

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