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 currency issues or empty supplier fields) and the batch that was revoked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'