Pastel Xpress Purchase Order Import

[GerhardvdHeever]

Hi everyone

I have an Purchase Order application that is tacking all my PO, linked to suppliers and also linked to the warehouse, however now with the Business using Pastel Xpress I need to re-enter all the Purchase Orders every time the application created an PO, is there a way for my to import a PO as a batch to Pastel using an csv or something like that at end of each day?

[Neville Bailey]

Yes, it is possible to do so, provided that you have the correct CSV layout.

To import a document batch

1. Click the Batch button and choose the Import or Export option. The Export/Import window opens.
2. The system uses the company directory for the import or export file. Enter the file name to use. You can use the Zoom icon to select an import file.
3. Click the Process button to initiate the operation.
4. If you are importing, the system validates the entire import file prior to processing. If the system detects an error, the entire import aborts - no records are imported. The system displays the error(s) it detects. You can correct these and then re-import the entire file.

I have attached an PDF file, explaining what the layout requirements are.

Another way of getting the layout is to export an existing PO into CSV format - you can then see how the CSV file must be structured.

[GerhardvdHeever]

WOW thank you so much Neville, will put this to the test

[geraldenek]

importing csv files save a lot of time and i find that not a lot of people working on pastel make use of it. It is such a great way to do things actually.

[GerhardvdHeever]

HI everyone, sadly it looks like one is not allowed to import a purchase order batch or am I being blond, I am new-ish with Pastel Accounting.

[Neville Bailey]

HI everyone, sadly it looks like one is not allowed to import a purchase order batch or am I being blond, I am new-ish with Pastel Accounting.

You should be able to import the PO batch - perhaps your CSV file is incorrectly formatted?

What error messages did you get when you tried?

If you want, send me a copy of your CSV file.

[GerhardvdHeever]

Hi Neville

I do have an PO csv file (exported one form the PO form), but when I want to import the only options for importing is:
1. Import General Ledger Accounts
2. Not Used (don't know what this is for)
3. Import this year budgets
4. Import next year budgets
5. Import customer accounts
6. Import inventory items
7. Importing selling prices

That is the only option I could select to import a file

[Neville Bailey]

You are in the wrong place altogether! The steps you have tried are for importing masterfile data, not documents.

Open the Purchase Order batch screen (as though you are about to create a PO manually).

At the bottom left of the screen, click on Batch, and then Import.

The rest should be easy...

[GerhardvdHeever]

Hi Neville

Thank you so much for all the help, however I remark that in the detail record layout a note from pastel has been made that I should make the field of the cost code to zero, could I have my own amounts as well own item codes and description, for I do not want to have all the items and it's codes in Pastel.

[Neville Bailey]

...could I have my own amounts as well own item codes and description, for I do not want to have all the items and it's codes in Pastel.

The PO will not import if you insert inventory codes in the CSV file that do not already exist in Pastel. You can, however, input your own description, even if it's different to the default description in Pastel for that item code.

Perhaps you can create one inventory item code in Pastel and then use that same code in your CSV file, but with different descriptions?