Author: uf_admin

Supply User Manual ENG -> 4. Procurement -> 4.2 LU-SU3101: Internal Requests (IRs) -> D. How to import lines on an Internal Request.

D. How to import lines on an Internal Request.

UniField offers several options for importing information on an IR, either from an Excel file (XML Spreadsheet 2003 format) or from a pre-encoded Product list.

First and historical option only include import of product lines information and requires having header information of IR to be populated manually in the system. The columns should be in this exact following order and spelling: Product Code*^[1], Product Description, Quantity*, Cost Price, UoM*, Currency*, Comment.

IR Excel Import format and columns order

Option 1 (import lines): Go to: Orders / Orders / Internal Requests

1. Create a new IR or open an existing IR (note that for an existing IR, this should only be done if the IR is in “Draft” or “Draft-p” status and saved first).
2. Click on the “Import lines” button.
3. Click on the “Add attachment” button then “Browse” and search on the computer for the file to import.
4. Select the file you want to upload and click on “Open” in the browse window.
5. Click on the “Import file” button to import the file, then click “Update” (Click again on “Update” if the process is not 100% complete). A message will indicate if lines have been imported successfully.
6. Click on the “Close Window” button.
7. Save the IR.

Importing lines on an IR

The second option introduced with UF11 enables to import, additionally to product line, header information such as Order reference (in case of update), Order Category, Priority, Requested date*, Requestor, Location requestor*, Origin and Functional currency.

This import can only be done to create Draft IR or update existing Draft IR.

Option 2 (Import from IR Excel template): Go to: Orders / Orders / Internal Requests

1. Click on the “Import from IR Excel template” link on the right action menu.
2. Click on the “Add attachment” button then “Browse” and search on the computer for the file to import.
3. Select the file you want to upload and click on “Open” in the browse window.
4. Click on the “Import file” button to import the file, then click “Update” (Click again on “Update” if the process is not 100% complete). A message will indicate if lines have been imported successfully. Please note that if mandatory fields are not filled or incorrect, a non-blocking message will inform about it and correction can still be made on screen.
5. Click on the “Validate Import” button.
6. Save the IR.

Note that comments can also be imported in the IR if you populate the “Comment” column of the Excel.

Note that “product by nomenclature” lines can also be imported from Excel into an IR. Leave the “Product Code” (and “Product Description“) columns empty and populate the “Comment” column. Afterwards, use the “Configurator” icon to complete the line.

From the “Import from IR Excel template” import pop up, you can check the box “Change Product to a Comment if Product is not found” in case you need to import product by nomenclature.

To get a template of the correct Excel format needed, you may export an existing IR to Excel as explained below (see How to export lines from an Internal Request).

Option 3 (import from product list): Go to: Orders / Orders / Internal Requests

1. Create a new IR or open an existing IR (note that for an existing IR, this should only be done if the IR is in “Draft” status). The header information of IR must be filled and saved.  
2. Open an action menu and select on “Import Product List IR Excel”.                       
3. Click on the “Add attachment” button then “Browse” and search on the computer for the file to import. 
4. Select the file you want to upload and click on “Open” in the browse window. 
5. Click on the “Import file” button to import the file, then click “Update” (Click again on “Update” if the process is not 100% complete). A message will indicate if lines have been imported successfully. Please note that lines will be imported only if quantity is >0. 
6. Click on the “Close Import” button.
7. Save the IR. 

    

1. *Indicates a mandatory field in the XML file. ↑

Supply User Manual ENG -> 4. Procurement -> 4.2 LU-SU3101: Internal Requests (IRs) -> A. LU Introduction (LU-SU3101)

A. LU Introduction (LU-SU3101).

An Internal Request (IR) is a document used to express a requestor’s needs. It is the electronic equivalent of the paper Request Form and replaces the LogistiX “Document IN”. It should be used according to OC procedures.

The needs can come from a user at project or coordination level, it will trigger most procurement documents (if needed) to deliver the goods to the instance where the IR has been created and to the destination location indicated on the IR. The IR has to be reviewed and validated before going through the sourcing tool (and being confirmed).

Process flow of an Internal Request (internal requester)

Supply User Manual ENG -> 4. Procurement -> 4.1 Orders, Purchases and Reporting. 

Orders, Purchases and Reporting.

This chapter covers the different types of orders available in UniField, as well as each different stage of sourcing and procurement. The process will start as an expression of needs, and this may be followed by procurement, sourcing from stock, loan, which may involve both internal (via synchronization) and external partners.

It is essential to understand how product orders and procurement are processed in UniField, as an order line may pass through several different stages until the product reaches its final destination. All these stages, up to the point of product reception, are covered in depth in this chapter.

This chapter also covers the relationship between projects and coordination and the role which the synchronization can play in the order flows between them.

This chapter is introducing gradually the different functionalities of UniField needed in procurement, starting with Internal Requests, continuing with the Orders Sourcing Tool before to focus on Field Orders and Purchase Orders. As these functionalities are highly interconnected within UniField, it was not possible to keep them completely separated; reason why some functionalities such as Field Orders and Purchase Orders are already introduced before their dedicated learning units.

As of UF7.0 (released in January 2018), documents used in procurement (Internal Requests -IR-, Field Orders -FO- and Purchase Orders -PO-) can be processed at header level (for the whole document) or at line level (for specific items in the document). This is a major change that has been introduced in UniField to allow -among others- partial sourcing and partial confirmation of orders.

Throughout this chapter, you will find many acronyms. They are mostly used to shorten English words but can be used in the English manual or the French manual (i.e. you may find the acronym PO in the French version of the manual). In the below table, you find the main acronyms used in this chapter with their meaning.

French acronyms, such as the names of the documents in French in a less extend, are barely used. English acronyms and documents names are usually preferred. In the software, references of documents are often built with the English acronyms of the documents (e.g. 18/IR00019, 18/HQ/MW101/FO00033, 18/HQ/MW101/PO00045…), independently of the language in which the software is used.

The language in which UniField is developed is English. The software is then translated in French. That’s the reason why, even if you are connected in French, you could still find some English terminology (on screens, in messages,) while working on UniField. The translation of the software in French is a work in process and some improvements are still needed on this side.

Supply User Manual ENG -> 4. Procurement

4. Procurement

4.1 Chapter Overview: Orders, Purchases and Reporting.

4.2 ORDERS: Internal Requests (IRs)

4.3 ORDERS: Order Sourcing Tool (OST)

4.4 ORDERS: Field Orders (FOs) – General

4.5 ORDERS: Field Orders (FOs) – Specifics

4.6 PURCHASES: Purchase Orders (POs) – Generals

4.7 PURCHASES: Purchase Orders (POs) – Specifics

4.8 PURCHASES: Tenders (CFTs) and Requests for Quotations RFQs)

4.9 REPORTING: Procurement Reporting

4.10 ADVANCED FEATURES: Procurement Advanced Features