Import PO Items Into Bills and Work Order Transactions

Prerequisite For Importing PO Items

• "Target" Bill or Work Order transaction must be saved.

Import Data Entry Steps

1. Click the 'Add / Import Items' drop-down shown above and to the right of the transaction items grid.
2. Click 'Import PO Items' option in the drop-down. This will refresh the page.
3. Navigate to the Filter information Section.
4. Select the Supplier from the drop-down.
5. Select the PO from the drop-down. This will refresh the PO Items grid below.
6. Select the item(s) in the list by clicking the checkbox.
7. Select a default Cost Code below the grid just in case a selected item does not have a Cost Code referenced.
8. Click the 'Add' or 'Add and Close' button.