| |
|
Users with appropriate security rights can upload new purchase order data to the system. When you upload a purchase order data file, you can choose to either have the system group purchase order line items into Import Letter of Credit transactions according to LC creation rules, or you can choose to make the uploaded purchase order line items available for manual addition to existing Import Letters of Credit.
If when you uploaded the purchase order data file, you chose to have the system group purchase order line items into Import Letter of Credit transactions, there may still be some purchase order line items remaining unassigned after the upload process completes. In this case, the purchase order line items are included in the Purchase Orders page, where you can initiate a separate process to create Import Letters of Credit from purchase order line items, or you can manually add unassigned purchase order line items to existing Import Letters of Credit.
An upload log file is created during each upload process. You can view this log to read errors encountered during the process, monitor the progress of the upload, and view the results of the LC creation process. For information on how to view the upload log, see Viewing the Purchase Order Upload Log.
Note: You can work with purchase order information only if the purchase order functionality has been activated for your organisation and you have security rights to process purchase orders.
To upload purchase order data to the system:
Prepare the purchase order upload file(s) according to the file specifications outlined in Preparing the Purchase Order Data File. Place the prepared file(s) on a local drive and note the location of the file(s).
Log into the Trade Services system and press the Instruments navigation button from any page displaying the navigation bar.
The Instruments area displays with the Pending Transactions tab active.
Click on the Purchase Orders tab.
The Purchase Orders page displays.
Press Upload PO Data.
The Locate & Upload PO Data page displays.
Note: If a message displays informing you that the system is currently in the process of uploading other purchase orders, you will not be able to upload a new file until the system finishes processing the current one.
To upload a new file, provide the information requested on the page, then press Upload File.
The file is uploaded to the system and the Purchase Orders page displays. To upload another file, repeat Steps 3 and 4.
After each upload process, the purchase order upload log is overwritten with new information. To view the log, press View Log from the Purchase Orders page.