A Buyer is requesting if there is a way to create an excel spreadsheet (or whatever) for 100+ parts/lines to enter then import into a New PO, so they are not doing each line manually. I’ve looked but cannot find a good solution at this time. Anyone out there know of something?
We have a similar importing process for Parts Master - (enter info in excel, paste insert into specially created UDT, then another specially created Add table auto-uploads when opened) - but that was a huge “customization” within Epicor and took alot of time/money to build - and of course we no longer use it.
Any help/assistance/guidance would be greatly appreciated!
Thank you in advance!
There are a couple ways that I can think of. First the Data Management Tool, DMT, is incredibly useful for bulk upload of data. Do you have this / have experience with this? You could do a combined PO upload via DMT and this would provide everything, supplier, dates, lines, release information creating a new po.
(Side Note, whenever we’re talking bulk upload there chance for bulk upload of bad data, so it is very important to make rules for use that person doing the upload takes seriously. In my company the users give me bulk uploads per spec and I do the upload after checking over, to help alleviate entry of large amounts of bad data. We do not provide use of the DMT tool to users who aren’t administrators of Epicor.)
Another option is pasting lines. One drawback I am seeing with this might be the lack of gl account assignment on the release, but IDK if that’s really a problem or it will just default correctly from part class although it’s not obvious on PO. See screenshots for how to get / paste line data. I like to export the data from a known PO to Excel, eliminate what I don’t need to upload from the columns and reorder in the Line grid of the PO to be in same order as the paste from data.
Yes I have DMT experience but we don’t use it other than in demo format. Your other option is what I was thinking to do, but yes have to do the GL and Project sections manually which Buyer is ok with. I think I’ll test and see how the system handles it.
Thank you very much for your guidance.
Have a wonderful Holiday Season.
Well unfortunately the lovely insert trick didn’t work:-( Each new line wanted to go to the wrong Type no matter that I had which Type it was supposed to hit. Kept erroring. Oh well, he’s going to have to enter manually.
Thanks again
If you want to paste it in the type works like line, leave that column blank. The description, Qty Option, UOM, Supplier QTY, and Supply UOM also can be left blank.
