Populating the Authorized by field when importing purchases via one-off upload

[Jesus_Martin]

Hi,

I periodically make one-off purchase order data uploads using the purchase order data template. Then, I have to manually fill the Authorized by field one by one for each purchase. Is it possible to do this automatically by uploading the template with this column? If so, how should I proceed?

Thanks!

[tjohnson1 · Accepted solution]

There is an updated template in UAT that will allow you to enter the email address of the user to populate this field: https://docs.flexera.com/fnms/EN/Features/index.html#FeatureList/2023R2-3/RN-chg-PO-Upload.html

2023 R2.3 will be going to production in the coming weeks. You can follow our status page to see when the update is performed: https://status.flexera.com/

@

[Jesus_Martin]

Thank you! I understand that if the user does not have an email it won't work, will it? If not, any way to populate the Authorized by field for users without an email using the template?

[tjohnson1]

It might be easier to just add the email to the user but you could instead use a business adapter.

You will need to interact with the User object (https://docs.flexera.com/fnms/EN/BusnAdap/index.html#mgsbi/DMreference/FBIDM-User.html), Purchase Order object (https://docs.flexera.com/fnms/EN/BusnAdap/index.html#mgsbi/DMreference/FBIDM-PurchaseOrder.html), and Purchase Order Line object (https://docs.flexera.com/fnms/EN/BusnAdap/index.html#mgsbi/DMreference/FBIDM-PurchaseOrderLine.html).