User has to complete the PoItemsAddTemplate.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 Additions" 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 Additions 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.