This article shows you, a Certify AP Administrator, how to import purchase orders.
Step 1: On your Certify homepage, click the down arrow next to Certify then click AP.
Step 2: First, you need to enable the ability to import purchase orders. Click the gear icon on your Certify AP Dashboard.
Step 3: Next, click your company name.
Step 4: Click the Company Preferences tab.
Step 5: Scroll down to PO Export Settings and click the checkbox next to Enable PO Import.
Step 6: A new set of fields will appear. Here, choose if you want to add a Default User, Default Category, Default GL Account, Emails to Notify, and Emails Filter.
Step 7: When complete, click Save.
Editing User Permissions
Step 1: Now that you've enabled the PO import, you'll need to edit the permissions of the user you chose above. This is what will allow that user to see the Import Purchase Orders link under the Invoices section. Click Users.
Step 2: Click the user you chose above.
Step 3: Click the Permissions tab.
Step 4: Click the checkbox next to Manage PO Import. This is what will allow that user to see the Import Purchase Orders link under the Invoices section.
Step 5: Click Update Permissions.
Importing Purchase Orders
Step 1: Now that this is enabled, you'll be able to import purchase orders. On your Certify AP Dashboard click the Invoices tab.
Step 2: Next, click Import Purchase Orders.
Step 3: Click New Template to create a new template for importing purchase order data.
Step 4: Next, pull in a header or example file for field/column mapping.
Please Note: When creating your PO Import Mappings, the required fields to include are Bill To Dept ID, Ship to Dept ID, and Allocation Percentage. If these are not included you will receive errors about missing fields and have to start over.
Step 5: Now, upload purchase order data files to import purchase orders.
Step 6: Finally, validate imported purchase order data in the archives.