To import the purchase order please do the following steps:
1- Go to Data import export framework –> Setup –> Data import / export framework Parameters.
2- Click browse to select shared working directory then click Validate button then close the form.
3- Go to Data import export framework –> Setup –> Source Data format, Create new source name and make sure to chose File in the Type field then select the file format in my example i will use excel.
4- Go to Data import export framework –> Common –> Processing Group, Create New Group then Click the Entities Button.
5- in the entities form select the Purchase Order Header Entity,select Excel in the Source data format, then Click the generate source file button.
6- In the wizard click next then Make sure to select the following fields:
Then click Generate sample file.
7- when the excel file is opened, change the sheet name to POH.
8- Select the second sheet in the Excel, Change the sheet name to POL then add the following field names:
09- Go back to POH sheet, enter the purchase order header details.
10- select the POL sheet, Enter the purchase order lines details. in this example i will add two lines
10- when you finish make sure to save the file in the shared folder that we specified in step 2.
11- Go back to the processing group –> entities—> Select the “Purchase order header” entity, specify the Excel file path then from the sheet lookup select POH$, click generate source mapping button.
12- Click New, Select Purchase order line entity, select Excel from source,specify the Excel file path then from the sheet lookup select POL$, click generate source mapping button then close.
13- To preview the Purchase header details select purchase order header entity then Click the Preview source file button.
14- To preview the Purchase lines details select purchase order line entity then Click the Preview source file button.
15- Close the form
16- In the processing group select the group name then click the Get staging data button to copy the file data to staging table.
17- Click OK to create job.
18- Click Run in the staging data execution form.
19- Click OK. (sorry, i forget to capture the screenshoot. its looks exactly like the following screenshot but with different name )
20- The records will be inserted in the staging.
21- In the processing group select the group name then click Copy Data to target button.
22- Select the Job ID that we created in step 17 then click OK.
23- Click Run to import data.
24- Click OK.
25- The data will be written to target.
26- To view the imported purchase order go to the all purchase order list form, you will found that the purchase order was imported successfully.