IK503843 asked a question.
Business Data One-Off Upload
Can the downloadable template be expanded beyond the basic that is originally downloaded?
For example, filling out the template and uploading does not fill in fields such as:
Requestor
Authorized By
Processed By
Otherwise, we have to open each purchase order and update all of these fields by hand. This seems counter-intuitive to uploading bulk purchases.
These additional values can be uploaded via a business importer in bulk.
Regards,
NicoHow would I go about doing that? The fields are not present in the base template download. I tried adding those fields to the template myself to no effect. I obtained the template from: Top right corner gear > Data Inputs. From there to One off Upload > Business Data Tab > Purchase Order Upload ? > Standard (radial button) > Download purchase order data templates.
@Coravix
You may want to check the Business Adapter Practice Guide and then you would be able to schedule a beacon task that adds the extra attributes from your extended template to the PO's created from the one-off upload process.
Thanks,
@Coravix - Instead of importing some fields with the PO Template, and other fields such as Requestor with a Business Adapter, you should consider importing all of your fields in a single step with a Business Adapter.
Create your spreadsheet with the columns you need and then use a Business Adapter to import everything.
@kclausen . @JohnSorensenDK
Thank you both very much for your response. I wasn't involved in the initial adapters set up, but I ill dig in and see what I can find out from our admins that did the initial load-out.
-Ian