FOR PURCHASE ORDER
  • Updated on 10 Dec 2019
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FOR PURCHASE ORDER

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  • On the Load Instructions page, option "Purchase Order" has been selected

Load Instructions (Purchase Order) 1

  • Select the Utility which dispatched the source file. If you cannot find a Utility, you need to register the Utility. See [Adding a utility].

  • Select the Contract related to these Instructions. If you cannot find a Contract, you need to register the Contract. See [Adding a contract].

  • Create Purchase Order

    • Fill in the Purchase Order Reference
    • Select the Start and End Date of the Purchase Order. The Start Date cannot be in the past.
    • Select a date for Warnings and Alerts. For a definition of Warnings and Alerts, see [Link].
    • Click the "Create PO" button.

Load Instructions (Purchase Order) 2

  • Select the appropriate Mapping file related to this batch file. If you cannot find the Mapping File, you need to create it. See [Adding a file mapping

  • Drag and drop the source file onto the Upload file area.

  • Click "Add Instructions". You will be navigated to the Assign Instructions page. See [Link].

  • If all the Instructions have been auto assigned, there will be no need to assign those Instructions to a Team.

  • All other Unassigned Instructions will need to be manually assigned to a Team.

  • If it is a first time upload of instructions it will not be mark as "Auto-assigned" and will have to manually be assigned to the teams

Load Instructions (Purchase Order) 3

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