What columns are needed?

It is recommended that you download the Purchase Order that you wish to update including all columns.

The following additional fields are required:

Section Being Updated

Header

Lines

Schedules

Distributions

Header

Header Upload Action

Approval Action

Update or

Update records

Optional *

Update or

Update records

Optional *

Update or

Update records

Optional *

Update

Optional *

Existing Order Number

○

○

○

○

Change Description

Change Order Party (Hidden)

○

BUYER

○

BUYER

○

BUYER

○

BUYER

Child levels (Lines, Schedules, Distributions)

Action (for the level)

Change Reason

○

Optional

○

Optional

○

Optional

*Recommended “Submit for Approval”.

When updating purchase orders, as opposed to adding new lines to them, there is no requirement to use the sub-section Upload Action columns. The main use for these columns is for adding new lines to purchase orders where the Upload Action value should be set to Create.

Purchase Orders with an Incomplete Status.

This process is the same as above except that the Change Description/Change Reason and Change Order Party must be blank.

Section Being Updated

Header

Lines

Schedules

Distributions

Header

Header Upload Action

Approval Action

Update or

Update records

Optional *

Update or

Update records

Optional *

Update or

Update records

Optional *

Update

Optional *

Existing Order Number

○

○

○

○

Change Description

Change Order Party

{Blank}

{Blank}

{Blank}

{Blank}

{Blank}

{Blank}

{Blank}

{Blank}

Child levels (Lines, Schedules, Distributions)

Action (for the level)

Change Reason

○

{Blank}

○

{Blank}

○

{Blank}