Back Office Menu -> Daily Close Menu -> Daily Close 3 -> Export Purchase Orders
This utility can be used to re-create the XML export of P.O.
information, if the parser has failed or the XML files were
deleted.
This utility can also be used to directly generate a new XML export
data file for a range of Purchase Orders by vendor and date.
Refer to Company Daily Close Parameters
for the directory and parser setup used by the XML Export process
with the option to email the resulting XML files to the operator
currently signed in.
The feature to automatically capture and export P.O. information by
XML transactions in Daily Close 3, can
also be activated in the Company Daily Close
Parameters.
This P.O. export is used by the Approval
Plus third-party application that can be used to manage product
orders, receivings and invoicing.
With 'Approval Plus' the Negative and Positive Lines on P.O.
flag in the "Miscellaneous" window of the Security Role Permissions needs to be unchecked
because the P.O.export cannot be processed when both negative and
positive quantity product detail lines are included on the same
Purchase Order.
Note: When the “Enable PO Approval” feature is activated in the Company Inventory Parameters any Purchase Orders that have not been Approved yet are excluded from the XML output.
The Export Purchase Orders action does NOT write to the View Application Log.
The prompts in this Export P.O. information utility are:
Export New XML file:
Leave the XML Transaction# field blank, to export a new XML
data file for a selection of Purchase Orders, using the selection
filters in this utility.
Note: Because this export file may include P.O. information that
has already been exported and has already been assigned an XML
transaction number, no change is made to the contents of existing
XML transactions when this new composite XML file is created.
Instead this new XML file will use the naming convention
TRS_INPH_yyyymmdd_hhmmss.xml where TRS represents the 3
digit company code, INPH (Inventory Purchase Orders) is the data
type, yyyymmdd is the date, and hhmmss is the time of creation.
Check this box to select only Purchase Orders that are NOT
already included in a saved XML transaction record.
The option is then provided to stamp the invoices in this file with
an XML transaction#.
Check this box to create an XML transaction for future use,
identifying this batch of Purchase Orders as included in this trx
file.
TRS_INPH_000000000000000174316.xml where TRS represents your
3 digit company code, INPH (Inventory Purchase Orders) is the data
type, and 00000000000000174316 is the sequential XML transaction
number.
Uncheck this box to generate a one time XML export file identified by date/time in its name, but leaving the Purchase Orders unstamped by any XML transaction number.
ACTIONS:
Additional actions provided by buttons on the Export EDI
Purchase Orders screen include:
This action is useful as a one-time fix to correct costs on
product receiving records.
Only existing Warehouse Receiving trx for product details where the
Cost had been changed on the original P.O. since receiving but
before A/P invoicing will be updated.
Confirmation is required before the changes are listed in the
Information Log pop-up.
A final confirmation is required before the changes are
applied.
Note: This button is disabled if the feature to Prompt for Cost in Warehouse is activated in the Company Inventory Parameters.
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