Import Purchase Orders from an excel file

The District should download the PO Import template - posted at the bottom of this article.  The entire template MUST be completed, sorted and saved as a Text (Tab Delineated) file for import.  The System will perform a verification when the file is imported and it will not permit the import to complete if there are any errors.  

Once the Purchase orders are imported, the will be in the Filling Form state.  The District must review the imported Purchase Orders and then Encumber and Print the Purchase Orders.

Helpful Tips for completing the Purchase Order Template:

• ENSURE the rows are sequenced properly
  • For POs with a single Charge to the sequence must be PO then Line
    
  • For POs with Multiple Charge tos the sequence must be PO then LINE then CT
    
• The recommended format for the cells is "General" and you can format dates as "Date"
• Expenditure accounts should have the "-" and they MUST EXACTLY match the numbers in SchoolFi.
  
• The Vendor ID must EXACTLY match the ID in SchoolFi
  
• The Ship To Vendor ID must EXACTLY match the ID in SchoolFi
  
• The Delivery Type Code should always be INSIDE (all caps) 
• The Type Code MUST match the code (NOT the description) in SchoolFi 
  
• The  Unit Code MUST match a code (NOT the description) in SchoolFi

CLICK HERE for an instructional video on how to complete the Purchase Order Import Template

Below is a color-coded version of the PO Import Template below that will mirror the example used in the video.