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We have a report designed in Jet Professional to suggest Items to be reordered from a vendor. Is it possible in NAV so that the purchasing officer can use the excel spreadsheet to import into an open Purchase Order?
The short answer is yes. But give some thought to how much effort you want to put into creating this solution, and how automated do you want it to be.
If you already have an ongoing Purchase Order and want to import this lines into it, you could try to have the recommendations from Jet Professional to line up the data in a column order consistent with how the Purchase Order lines line up in your NAV system. Then, you can copy rows and use the Paste Rows option while in the Lines subform of the Purchase Order (you can only do this with the Windows Client). This is a manual process, but probably requires the least up-front effort in "creating the solution".
At the other end of the spectrum, you can leverage a NAV developer to take the recommendations in the spreadsheet (which you will presumably refresh and then save in a folder / location that is accessible to NAV), and using an XMLport, import them into NAV and create a Purchase Order for you. This would involve creating a record in the Purchase Header table, and one or more records in the Purchase Line table. Depending on whether your Jet Report identifies the vendor to purchase the items from or not, it could either take the vendor defined in Excel, or look at the the preferred vendor for the Item in NAV (or some similar criteria).
You also want to give some thought to how the import should handle a recommendation that has subsequently been updated (change in date, qty, or both) due to changes in demand and supply.
I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"
Thanks AJ I didn't realise if I keep the same format in excel I can then use the copy/paste function. I will try this first.
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