How to Add Lines to Existing Orders
Use this Integrator to add additional lines to existing purchase orders.
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Download the purchase order.
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Enter Update in the Header Upload Action for all orders being updated.
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Enter Submit for Approval in the Approval Action.
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Enter data in the required column, Change Description and Change Order Party in the header section.
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In the lines section, enter the new line(s).
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For each line, enter Create in the Line Upload Action column.
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Add the associated schedule and distribution information.
Enter Create in the Schedule Upload Action and Distribution Upload Action for each of the added schedule and distribution.
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Complete data entry and upload the records.
The image below illustrates how to add line 3 when lines 1 and 2 already exist on the order:
Header Action | Header Details | Change Description | Line Action | Line Details | Schedule Action | Schedule Details | Distribution Action | Distribution Details |
---|---|---|---|---|---|---|---|---|
Update |
123 |
‘Description’ |
- |
1 |
- |
1 |
- |
1 |
- |
2 |
- |
1 |
- |
1 |
|||
Create |
3 |
Create |
1 |
Create |
1 |
All existing data on the sheet will be included and uploaded. Any existing lines present in the worksheet will be updated. Remove them prior to upload if appropriate, as per the image below: |
Header Action | Header Details | Change Description | Line Action | Line Details | Schedule Action | Schedule Details | Distribution Action | Distribution Details |
---|---|---|---|---|---|---|---|---|
Update |
123 |
‘Description’ |
Create |
3 |
Create |
1 |
Create |
1 |
When your data entry is complete you can begin Uploading Data.