The feature to upload POs and PO lines is available in Calem Enterprise 2019 available in March 2019. The use case is that often times you have many POs and PO lines from other sources in excel files. This blog discusses the steps to create POs and PO lines through data upload with the templates provided by Calem.
Step 1. Data Upload Referential Integrity
Data Upload Referential Integrity enforces that each lookup value such as an item number, a vendor code, or a dropdown value are valid in Calem. However, this value may be disabled during initial implementation.
Customers of Calem Cloud Service should contact your support team at CalemEAM to ensure that this flag is enabled before uploading POs and PO lines. Customers of on-site deployment should reference "Calem Enterprise Upload Guide" (available for download from Calem Support Site to customers) to ensure that this flag is not disabled in the custom configuration.
Step 2. Inventory Data Upload
See this blog to ensure that a) all your items are uploaded; and b) all your site inventory are uploaded.
Step 3. Upload POs
The key factor of uploading POs is to allow for the same PO templates to be uploaded more than once: a) the first time to create the POs; b) the other times to update the POs. This can be achieved by setting certain fields in the excel templates:
PO lines are the items to order. It is the same key factor in uploading PO lines: a) the first time to create the PO lines; b) the other times to update the PO lines. It can be achieved by setting certain fields in the excel templates:
Step 2 should be performed periodically for adding items and site inventory. Step 3 and 4 can be performed as often as needed. Data upload can be performed by selective users who have access to the Integration module.