The upload PO function allows the user to upload PO using excel template from the front end into the CT Application.
 

Menu Navigation: Purchase Order > Upload PO

P.O Upload screen appears.

How to Upload PO:

1.Choose the required PO file that is to be uploaded in the application using Choose File option.

2.If the user wants to view the guidelines on how to upload PO, click [Guidelines].
The upload PO guidelines document will be downloaded.

3.If the user wants to download the sample file where the user can fill the data and upload the P.O, click [Download Sample File].

4.Click [Validate] to ensure all the data available under each P.O's is having all mandatory fields filled.

5.Click [Upload] to upload the P.O's which has no error. The successful upload is done.

If the record available in the uploaded data has an error while validating the data, the system displays the error. So, the user can view the error at each record level in the file.

Note:

•If the user clicks on Upload without validating the uploaded data, the user gets an alert stating the data is not validated, do you still want to continue with uploads? If the user clicks [Yes], the system will validate the record and proceed with the P.O uploads which has no error.

•The error records will be listed below the Validation Messages as an error. The errors records are validated and uploaded again in the system.

•When PO’s are uploaded, they should be linked with the respective workflow to ensure the P.O picks the right workflow.

•Only excel format is allowed for uploading P.O's.

•PO Header fields are allowed for Value Based Exit (VBE) functionality, the system automatically moves from one process to another process based on certain data based field value configured at Workflow set up level. Wherever an operational value is matched with configured values, then the process will move automatically to next process.

•Multiple POs can be uploaded at one time. Based on the given fields, the appropriate workflow will be picked for respective PO.