Importing inbound and outbound orders

In addition to configuration information, you can import Purchase Orders, Advance Shipment Notices, and Shipment Orders. You can use the Excel import feature to create new records or edit existing records.

To create or edit Purchase Orders, ASN/Receipts, or Shipment Orders using the import feature:

  1. Navigate to the applicable screen Purchase Orders, ASN/Receipts, or Shipment Order) within the WM module.
  2. Click Search to display at least one existing record. You can use this data to populate the Excel template.
  3. Click Export and select to save the file.
  4. Open the file to view the information exported from the SCE application. The template file contains three tabs.
    • Data - Contains all header information
    • Detail - Contains detail line information
    • Validations - Contains date conversion
    Note: Infor SCE recommends using a record with existing information as the starting point to create new records. You can edit the key information as needed to create the new record.
  5. When creating new records for Purchase Orders, ASN/Receipts, or Shipment Orders, you can either allow the system to assign the key value for the record or you can assign your own key value.
    • To allow the system to assign the key value, place any numeric value in the Generic Key column for each record on the Data tab. Every record on this tab must have a different Generic Key value. For all detail line records that are part of that header record, assign the same Generic Key value on the Detail tab that is used on the Data tab.
    • To assign the key value to use, leave the Generic Key value blank on both the Data and Detail tabs. Instead, specify the desired key value in the Document Number (for example, the Receipt Number if creating ASN/Receipt records). The key value can be any alphanumeric value up to a maximum of 10 characters. For all detail line records that are part of that header record, assign the same Generic Key value on the Detail tab as is used on the Data tab. You must have at least one detail record for each header record that is being created.
  6. Save the Excel template.
  7. Follow the steps in Importing an Excel spreadsheet using the Import feature on a screen or in Importing the Excel spreadsheet via the master import feature to import the records.