Recurring Import Purchase Order Entry by Excel File

Question

Hi All, 
 I want to import Purchase Order Entry by excel file. this import will happen on multiple times. meaning to say this is not migration import. 
 My question is, 
 1. how the import actually happen? Do we need to set own Purchase Order Sequence Key or any primary keys related our self or it will be generated by Sage 300 in the import process? If customer need to set own key that would be troublesome for them. The PO number will be predefined by customer. 
 Thank you

Bob Beaucage · Accepted Answer

Those are automatically generated when the file is imported. 
 In your import file, you only need the PORHSEQ field, but you can assign the value of 1, 2, 3, etc. depending on how many POs you are importing (one record per PO on the Purchase_Orders tab). Then match the detail lines with the same PORHSEQ number so the import can match the header to the details. The PORLREV field needs to be numbered 1, 2, 3, etc. for the detail lines, and restart at 1 for each PO. The PORLSEQ and PORCSEQ fields can be deleted in the import file, the system will assign those on import. 
 If they are assigning their own PO numbers, they need to make sure that the number being imported is unique. If they let the system assign the PO number on import, it will follow the numbering defined in the PO Options.

Sage 300

Recurring Import Purchase Order Entry by Excel File

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