To import several Purchase Orders into Autodesk Prodsmart at once, follow the steps below.

  1. On the left menu, click in ‘Purchase Orders’

  2. Click in ‘Import Purchase Orders’

  3. You can choose to import or download a file template in case you are not sure which columns to include. Some of these fields might be mandatory and others optional. The file should be previously prepared as follows:

  • Purchase Order code (column A): the code you want to be the identifier of your ‘Purchase Order’. This is a mandatory field.

  • Supplier Code (B): the code of the supplier. You can check this on the menu on the left, under the tab ‘Suppliers’. This is an optional field.

  • Creation Date (C): the creation date of the Purchase Order. If left in blank, the system will assume today’s date. Depending on your User ‘locale’, creation date format varies:

    • If the user locale is ‘en-US’, the format is ‘MM/DD/YYYY - HH:MM (AM/PM)’ (12h format);

    • If the user locale is ‘pt-PT’, the format is ‘DD/MM/YYYY - HH:MM’ (24h format).

      Check your user locale in the User tab by selecting your profile. Learn more about User creation and configuration here.

      This is an optional field, if you don't define a Creation Date, the current time and date will be used

  • Product Code (D): the code of the product to receive with the ‘Purchase Order’. This is a mandatory field.

  • Parameters (E): the parameters of the products to receive. The format for this column is ‘Parameter1:ValueForParameter1,Parameter2:ValueForParameter2’.
    This is an optional field.

  • Quantity (F): quantity per product. Note: If you have previously defined a receiving Unit of Measurement (UoM), that’s the UoM you should consider. If not, you should consider the standard UoM of the product. Learn more about UoM here, and receiving UoM/UoM conversion here.

    This is a mandatory field.

  • Due Date (G): the due date of the ‘Purchase Order’. Must be filled with the same format as the one used in the Creation Date column (Column C). If you stipulate different Due Dates for Receivings in the same Purchase Order, multiple Receivings will be created in the Purchase Order, with different due dates.
    This is an optional field.

  • Observations (H): observations/notes to add to the products in the ‘Purchase Order’.
    This is an optional field.

  • Cost (I): Total cost per product code (Unit cost x quantity).
    This is an optional field.

4. Choose the excel file to import and click in ‘Start to send’

5. Read carefully the warnings that may appear:

- Orange warnings - there is an issue with the selected line of the file you imported; however, the system will adapt it and import the file anyway. You must recheck what might have been changed and if you agree with it.

- Red warnings - the system will not import the line with the warning, because something is wrong and a workaround cannot be applied. Nevertheless, you can ignore a line and import the rest of the file, by clicking in ‘Ignore line’.

6. Click on the ‘Confirm’ button and your ‘Purchase Orders’ have been uploaded!

If you still have some doubts about the ‘Purchase Order Importer’, feel free to reach out in our live-chat feature or directly to your CSM.

Need help? Request a Prodsmart expert to contact you here.

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