Importing purchase requistion details from an external csv file into the grid field

Newbie here. 

I am entering items details manually into the different fields of a purchase requisition. 

I have a csv file with data from an MSC shopping cart. How do I transfer this data into the Purchase requisition grid without copy and pasting field by field.

I read that data porter is not well suited for importin data into the grid fileds.

Thank you.

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  • 0

    DataPorter works fine with forms like this, it just doesn't work well with the type that contains only a grid. In PO, that would be a task like Set Up Buyers. The shopping cart throws me a little. Are these requests from internal employees so you're using the requisition process, or are you directly creating purchase orders and it's just terminology?

    There is a difference because Enter POs has been mapped for DataPorter where Enter Requisitions has not, so there might be some extra work involved. Either way, you would need to format the import so it matches the requirements. This is a little more difficult with header, detail formats of any data but you bring up an existing entry in either interface, invoke DataPorter, map and export to review the general format. There are other methods to import that data as well but they either require some development, or use of the Data Import functionality.

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  • 0

    DataPorter works fine with forms like this, it just doesn't work well with the type that contains only a grid. In PO, that would be a task like Set Up Buyers. The shopping cart throws me a little. Are these requests from internal employees so you're using the requisition process, or are you directly creating purchase orders and it's just terminology?

    There is a difference because Enter POs has been mapped for DataPorter where Enter Requisitions has not, so there might be some extra work involved. Either way, you would need to format the import so it matches the requirements. This is a little more difficult with header, detail formats of any data but you bring up an existing entry in either interface, invoke DataPorter, map and export to review the general format. There are other methods to import that data as well but they either require some development, or use of the Data Import functionality.

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  • 0 in reply to Contefication

    Thank you. I am the internal employee selecting tools for our machinining department from an online supplier. (msc or mcmaster etc) .I then create the requisition share my msc shopping cart and the purchasing department creates the PO and completes the purchase. currently I manually copy and paste price, quatity and descriptions of the items I need into the requisition fields which is cumbersome. Some video or step by step instructionn for this specific process would be super awesome.