Purchase Order Creation - Edit - Upload Line Records (v2.8)

You are here: 1. Distribution System > 1.5. INVENTORY Menu: Purchasing and Stock Control > 1.5.3. Inventory - Purchase Order Creation > 1.5.3.6. Purchase Order Creation - Edit Menu Options > Purchase Order Creation - Edit - Upload Line Records (v2.8)

Purchase Order Creation - Edit - Upload Line Records (v2.8)

Use this option to load item lines into a purchase order from either:

a .txt or .csv file that has been created in a third party application or on a Denso scanner and uploaded to a computer (note that there must be a carriage return or line feed at the end of each record in the file)
a handheld device that imports data and acts just like a keyboard entry, e.g. a P460 scanner.

You can also use this option for manual data entry where you want to quickly key in the item then the quantity.

Technical Tip

To access this option, the registration code for Simple Hand Held must be turned on in your company configuration (for more information, refer to "Edit Company - Registration"). In addition, your Registry must be set to allow access to the new Upload options in Micronet. If not, you can load items into a purchase order by referring to "Purchase Order Creation - Edit - Load from Hand Held".

Display the Purchase Order Creation - Detail screen.

Refer to "Purchase Order Creation - Edit Menu Options".

Select EDIT | UPLOAD LINE RECORDS.

Micronet displays the Choose Upload Method screen.

Complete the following fields:

	Field	Value
	Filename	If you are loading item lines from a file, select the Browse button to find the file containing the items you want to load. The item lines in this file must be in the format specified in the Format field below.
	Format	Micronet displays the default format for files to be uploaded. This format also defines the fields displayed during keyboard entry (only mandatory fields are displayed). You can change the format to suit the file you are uploading if required, so there is a format entry for each column in the file. Micronet saves your format changes for the next time you upload item lines into a purchase order. The format you specify must comply with the following rules: <ITEM> - This is the item number. It must be the first upload field and it is mandatory. <QTY> - This is the item quantity. It must be the second upload field and it is mandatory. <COST> - This is the item cost. This field is optional and is ignored for keyboard entry. <USERn> - These are user defined questions where "n" represents the UDQ number, e.g. USER1, USER2, up to USER5. These fields are optional and are ignored for keyboard entry. Question marks around a field (e.g. <?COST?>) indicate that the field is optional. You can have more than one optional field but these fields must be placed at the end of the format line. Micronet will upload this information if it finds it, or ignore the field if the information is missing. However, for this to work correctly, a blank column in the required position should still appear in the file. If your file contains additional fields to those specified in the format, you can enter <SKIP> to make Micronet ignore those fields. For example, <ITEM><QTY><SKIP><USER1><SKIP><USER3> would ignore data in the column between the item quantity and the first user defined question, and between the first and third user defined questions.
	Delimiter	Select the method of separation between the fields in the file to be uploaded. Options are Comma, Space, Tab, Pipe ( \| ), Colon (:) or None.
	Field Width	This field is displayed if you selected None in the Delimiter field. If each field in the file is of a fixed length, select the length - either 13 or 50 characters.

Technical Tip

Micronet ignores any lines in the upload file that start with a forward slash ( / ). You can use this to exclude certain lines from being uploaded or to force Micronet to start uploading at a particular line in the file (e.g. to ignore records that have already been uploaded).

If your file contains special characters that form part of the data you want uploaded (such as forward slashes, commas or double quote marks), you need to place these characters and related text in double quotes. For example, to upload the text /itemno, you would need to change this to "/itemno". There may be a setting in the originating program that turns these characters on or off.

Choose one of the methods below to enter the item lines.

Uploading from a File

If you selected a file in the Filename field on the Choose Upload Method screen:

Select the File button.

Micronet uploads the item lines from the file into the purchase order, with a progress bar showing the percentage completed. If Micronet encounters any invalid data, such as an incorrect or unknown item number, it displays the Item Selection screen where you can select the correct item. If other item data is missing, Micronet also displays any other dialogues that would be displayed during purchase order creation for entry of the required item details such as alternate suppliers.

When Micronet has finished uploading all the item lines in the file, it redisplays the Purchase Order Creation - Detail screen showing the uploaded item lines.

Keyboard Entry

If you want to manually enter the item lines:

Select the Keyboard button on the Choose Upload Method screen.

Micronet displays the Enter Line Item screen.

Complete the following fields:

	Field	Value
	Item Number	Enter the ID of the item you want to add to the purchase order. You must know the item number.
	Quantity	Enter the quantity of the item to be added to the order.

Select the Accept button.

Micronet redisplays the Enter Line Item screen so you can enter further item lines.

When you have finished adding item lines, select the Cancel button.

Micronet redisplays the Purchase Order Creation - Detail screen with the item lines you added.