Import Purchase Orders and Import Subcontract Orders allow you to import orders and order lines from a file. The file must be in CSV format.
The first line of the file contains the field descriptions, which are for the user's benefit; the second line contains the Coins ERP+ field names – and the table name where it is required. The second line is required for the import. The following lines contain the order data to be imported.
The file can contain more than one order, each with more than one line. Identify each new order (and the first line of that order) by a line with Y in the first column; other lines on the same order have N in the first column.
The columns required differ depending on your configuration, and whether you are importing purchase orders or subcontract orders. To download a sample file for your configuration that you can use as a template, click the Example CSV link at the top of the Coins ERP+ screen.
The table below gives more details about certain fields.
Coins ERP+ Field | Description | Comments |
.new | New Order? | This field cannot be blank. Y = The line is a new order. YV = The line is a new variation subcontract order. N = The line relates to the order identified by the most recent line with Y or YV in the .new column. Values in fields related to the order header are ignored on lines where this is N. |
po_hdr.poh_mpo | PO Type | For purchase orders, this must be one of the following PO types: M – Material Order P – plant Order W – Workshop Order A – Asset Order I – stock Order O – Overhead Order R – rehire Order S – Subcontract Order |
po_hdr.pot_type | Order Type | One of the user-defined order type codes. |
.addtype | Order Line Type | This field cannot be blank. M = Material Line T = Text Line S = stock Line P = plant Line R = Extra Line N = Normal Line (Subcontract Order) |
.RW_pol_fullDescription | PO Line Description | This field can be blank but the line description will not be populated automatically. |