Supply User Manual ENG -> 4. Procurement -> 4.4 LU-SU3103: Field Orders (FOs) – General -> F. How to import lines on a Field Order.
F. How to import lines on a Field Order.
It is possible to import all order lines at once instead of having to encode each order line manually. The Field Order information (products, quantities, unit price) should be available in an Excel (XML Spreadsheet 2003 format) file to be imported on a Field Order.
The file should be in the exact following format:
 |
| Field Order, Import lines |
Go to: Orders / Orders / Field Orders
- Open an existing FO or create a new one.
- Click on the “Import lines” button.
- Click on the “add attachment” button then “Browse” and search on the computer for the file to import.
- Select the file you want to upload and click on “Open” in the browse window.
- Click on the “Import file” button to import the file, and then click “Update“. A message will indicate if lines have been imported successfully.
- Click on the “Close Window” button.
- Save the FO.
Note that comments can also be imported in the FO if you populate the “Comment” column of the Excel. These comments will then appear in the “Comment” column of the FO and be editable on the “Nomenclature Selection” tab of the FO-line.
Note that “product by nomenclature” lines can also be imported from Excel into an FO. Leave the “Product Code” (and “Product Description“) columns empty and populate the “Comment” column. After importing you will have to complete the lines with “product by nomenclature” and add the mandatory nomenclatures level. This should be done on the “Nomenclature Selection” tab of the FO-line where you will also be able to update the uploaded comment if needed.
To get a template of the correct Excel format needed, you may export an existing FO to Excel as explained below (see: F.How to export lines from a Field Order). Note that you will have to delete the last 4 columns of the Excel generated if you want use it as a template ( “Justification Code“, “Justification Coordination“, “HQ Remarks” and “Justification Y/N“).
Note that the “Status” column values are not imported.
