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To do operations on existing Equipment lines, you need to provide the Equipment Catalog path. If there are multiple items that have the same Equipment Catalog path, then you will also need to provide the Price or Units.
Fields
PO Number
Required
Datatype is String
There are some keywords for this field that will produce specific behavior.
- AUTO - This will create a new Purchase Order using the automatic next Purchase Order Number.
- PREVIOUS - This will update the Purchase Order that was last successfully added or updated by the same import file.
Any other value will be treated as an actual Purchase Order Number. If the Purchase Order Number already exists, then the import will do an update. If the Purchase Order Number does not exist, then either you will get an error, or the value will be used to create a new Purchase Order. The behavior will depend on how the ALLOW_CUSTOM_PO_NUMBER configuration setting is set.
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A Purchase Order can not update to Open if it has no Equipment items.
A Purchase Order a not update to Closed if it has any Pending Equipment items.
Warehouse
Datatype is String
Required for new Purchase Orders.
This value must be an existing Location that has the Warehouse flag set.
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This optional field can be used to specify the right Warehouse Location if you have multiple Locations with the same name and different Location Types.
Vendor
Datatype is String
Required for new Purchase Orders.
This value must be an existing Vendor.
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The following fields relate to the Purchase Order Equipment grid content
Action
Datatype is String
Required for any operations on the Purchase Order Equipment
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Datatype is Hierarchical Path
Required for any operations on the Purchase Order Equipment
Ordered Date
Datatype is Date
Default value: Today
Quantity
Datatype is Number
Required for any operations on the Purchase Order Equipment
Default value: 1 for Adds. For other Actions, you must provide a value.
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The number of Units in each Quantity.
Please read this article, if you don't know whether Quantity or Units should be used.
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Canceled Date
Datatype is Date
Default value: Today
Only used for the Cancel Action.
Received Date
Datatype is Date
Default value: Today
Only used for the Receive Action.
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Only used for the Receive Action.
Let's you the User set the Equipment ID during a Receive. Will cause an error if a duplicate value is being created.
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Only used for the Receive Action.
Let's you the User set the Asset Tag during a Receive. Will cause an error if a duplicate value is being created.
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Only used for the Receive Action.
Let's you the User set the MAC Address during a Receive. Will cause an error if a duplicate value is being created.
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Only used for the Receive Action.
Let's you the User set the Serial Number during a Receive.