1. Upload PO Items Deletions
1.1. Prerequisites for PO Upload Deletions
 

User must have the Express Import to BOM or Quote Module.

After activation, "PO Import" access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.

User has to complete the PoItemsDeleteTemplate.xlt in the xlfiles directory to create PO Items Deletions upload XL file.

If user wants the system to automatically approve all the POs after the "Upload PO Items Deletions" the "Auto Approve PO when importing from XL"  box must be checked in the Purchase Setup module. If this is not checked in the Purchase Setup module then all the POs will be updated with the PO Items Deletions and the PO status will be changed to "EDITING" and users will be required to approve the PO within the Purchase Order Management module.
 
If user wants the system to automatically assign a new change order number upon upload after approval the "Auto Assign New Change Order # Upon Approval"  box must be checked in the Purchase Setup module. If this is not checked in the Purchase Setup module then upon upload user will receive a popup window giving them the option of updating the change order # after the upload or not. 
1.2. Introduction for PO Upload Deletions
This module gives our users the capability to remove one or multiple items from one or multiple POs.  As long as the PO is not closed or cancelled and items have no receipts against them.
1.3. Fields and Defintions for PO Upload Deletions
1.3.1. Upload PO Items Deletions Template
 
Ponum Enter the PO number(s) that you are deleting the line item from 
supname Enter the Supplier Name that is on the PO you are deleting the line item from
itemno Enter the line item number you are deleting from the PO(s)
part_no Enter the part number you are deleting from the PO(s)
revision Enter the revision of the part you are deleting from the PO(s)
partmfgr Enter the part manufacturer name you are deleting from PO(s)
mfgr_pt_no Enter the part manufacturer part number you are deleting from PO(s)
 
 
 
1.4. How To ........ for PO Upload Deletions
1.4.1. Add - Upload PO Items Deletions
Enter Material Planning/Purchase Order Management/Upload PO Items Deletion

NOTE: If user wants the system to automatically approve all the POs after the uploaded is complete the "Auto Approve PO when importing from XL" box must be checked in the Purchase Setup module. If this is not checked in the Purchase Setup module then users will be required to approve within the Purchase Order Management module.

 

Locate XL File to Upload

If the system finds any problems with template the user will be prompted the following message and exception XL file will be created in the PO Exception XL directory on the server.

Depress OK.
The user will be prompted the following message that the PO Upload was not complete and system will abort.  

If system does not find any problems with the template and the "Auto Assign New Change Order # Upon Approval is not checked in Purchase Setup the following message will appear:
 

 

Depress Yes or No to Continue the user will be prompted the following message that the PO Upload Complete