If your DPO project would like the export function to be enabled so you can import from DPO to Global Vista then you will need to email Sargent-Disc (support@sargent-disc.com) with the DPO project name and the currency codes you are using within GV

 

The EZYPO program will then need to be activated on PSL's end in order to allow the file to import.

DPO will prepare a batch file at midnight UK time every night. This file will contain all the PO's that have been finally approved since the last export. If there are any problems you can revoke the batch, rectify any issues (eg. currency issues or empty supplier fields) and the batch that was revoked will then be included in the next batch of POs. To download the session click download under Admin > Export 3rd Party.

Once you have imported it into PSL you can then mark the batch as complete.

*Note, the supplier code cannot be blank. A supplier code is needed whether existing or new supplier record. If the supplier does not exist yet in PSL then the supplier can still be added to the database when imported. PSL will accept any supplier code that you enter onto DPO weather that be alpha or numeric. PSL will accept the first six alphanumeric codes from the supplier code as the vendor id. Spaces and other special characters will be omitted. In order to add the supplier codes go to Admin > Suppliers > and click on the pencil icon next to the supplier.

Enter the supplier code for that supplier like shown below:

*Note, revised PO's cannot be uploaded into PSL as PSL cannot take revisions of PO's that have the same PO number. When a PO gets amended on DPO it provides the same PO number with Rev 1 next to this. 

If your file contains revised PO's then the file will not upload, we would suggest turning on the function to lock purchase order after final approval, this can be found by going into Admin > PO settings and checking the option: 'Lock Purchase Order after final approval (No amend possible) 

If you have a PO that becomes final approved and changes need to be made we would suggest voiding the PO and using the function 'create new purchase order based of this one'