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If email is entered in submit/resubmit purchase order modal, e-mail is sent using Message Distribution Service. Request is not done when e-mail input is empty. E-mail contains short message, order number, order note and logo. Content can be customized through Message Distribution Management templates ('Order' template is visible after first attempt to send mail on tenant). PDF file with order print is always attached to e-mail. File preview can be shown or downloaded using buttons in modal. After submitting, notification about result is shown on bottom of the screen.
Import order from Excel
A file with order lines can by imported by a button in the user interface from the 'Purchase orders' grid. After the job is started a notification is send to the user. Invalid lines are skipped. Once the file has been imported, it is shown how many orders that have been created, how many lines that have been imported for each store and how many lines that have been skipped.
Only one item identifier of the 3 is required: SKU, GTIN or Item number, and only one supplier identifier of 2: supplier no. or supplier GLN. Supplier GLN is more important so if the user imports a file in which the 'supplier GLN' comes from one supplier and the 'supplier no' from another, the record will be created on the basis of the 'supplier GLN'. Order line note column is optional. It is also possible to provide an empty/null field for order line note. Such a line will not be skipped during import. If there are empty values or nulls for quantity, wholesale price, supplier discount or delivery date then such lines lines are skipped. If supplier identifier is not specified, item should be delivered by the main supplier. If there are several lines in the file for different suppliers, corresponding orders will be created for each supplier.
Additional changes:
Import of items from Item Management is extended by the IsMainSupplier flag and it is saved on SupplierItem level in the Procurement database.
Norwegian translation for 'Order proposal' changed to 'Ordreforslag'.
Improvement
| Area | Description |
|---|---|
| Purchase order | Fix: Order created from InStore App (RTC-36265) Orders created from InStore App are created for correct suppliers in Procurement as supplier received in POSLog is properly identified by supplier number. Handling of InStore App goods receipt for item that was not in order is adjusted to new version of POSLog. |
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Release 17.11.2023
Import order from Excel (part 2)
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