Spreadsheet Requirements for Uploading Purchase Order Line Items

Vision allows you to create purchase order line items in a spreadsheet and then upload them into a purchase order. This functionality can make generating large purchase orders easier.

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The spreadsheet application you use must be able to save a spreadsheet in the CSV format (comma separated values, also known as comma-delimited).

Using an appropriate spreadsheet application, create a table with the following columns in the order shown below. Be sure to include the column headings.

Column Name	Description / Valid Data
EX_PROD	External product number. This must be alphanumeric. It may include dashes (-).
UM	Unit of measure. This must be a valid unit-of-measure that exists in the UM file.
DUE_DATE	Due date. This is the date by which the part is expected to be received. If the date is already in the past, the line is logged as an error. The date format can be one of the following: MM/DD/YYYY (preferred) MM/DD/YY MM-DD-YYYY MM-DD-YY
QTY_ORD	Quantity to order. This must be an integer greater than zero (1 and up; no decimals allowed).
UNIT_COST	Cost of item in terms of lowest unit of measure. If this value is numeric, it is applied as the unit cost. If this value is blank, the system uses the default Unit Cost for this item from the PROD_MAST table. This value must be either blank or numeric. Otherwise, the row is rejected as invalid and logged to the IMPORT_LINES_ERROR file.
CORE_COST	Cost of core for this item. If this value is numeric, it is applied as the core cost. If this value is blank, the system uses the default Core Cost for this item from the PROD_MAST table. This value must be either blank or numeric. Otherwise, the row is rejected as invalid and logged to the IMPORT_LINES_ERROR file.

Columns 1 through 6 must be exactly as defined above. However, for your convenience you may include additional columns (from column 7 on) in your spreadsheet for notes or comments. All columns after CORE_COST are ignored by Vision.

Example Spreadsheet

You can use any spreadsheet application that can save files in the CSV format.

For example, you might use Microsoft Office Excel.