You can import your list of planned purchases (Bill of material) under My purchases --&gt; Planned Purchases and select Upload list in the top right corner.
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Here you can export a template file that you can use for uploading.
The file consists of the following fields:
<ul>
<li>Budget code (mandatory)&nbsp;</li>
<li>Category code - this is the budget category code</li>
<li>Currency - if empty, the company base currency will be used</li>
<li>Item number (mandatory and unique)- will replace existing lines if the same exists from before</li>
<li>Description (mandatory)</li>
<li>Quantity</li>
<li>Unit measure</li>
<li>Unit price</li>
<li>Value - (mandatory) - If empty, this will be calculated based on Unit price x Quantity</li>
<li>Supplier code&nbsp;</li>
<li>Order date - If empty, this will be calculated based on Delivery date minus Lead time</li>
<li>Lead time (mandatory) - if empty, this will be calculated based on Delivery date minus Order date</li>
<li>Delivery date (mandatory)</li>
</ul>
Once the file is filled out with the above information, it can be imported by select file and import.

You can import your list of planned purchases (Bill of material) under My purchases --> Planned Purchases and select Upload list in the top right corner.



Here you can export a template file that you can use for uploading.

The file consists of the following fields:

 * Budget code (mandatory) 
 * Category code - this is the budget category code
 * Currency - if empty, the company base currency will be used
 * Item number (mandatory and unique)- will replace existing lines if the same exists from before
 * Description (mandatory)
 * Quantity
 * Unit measure
 * Unit price
 * Value - (mandatory) - If empty, this will be calculated based on Unit price x Quantity
 * Supplier code 
 * Order date - If empty, this will be calculated based on Delivery date minus Lead time
 * Lead time (mandatory) - if empty, this will be calculated based on Delivery date minus Order date
 * Delivery date (mandatory)

Once the file is filled out with the above information, it can be imported by select file and import.

Import planned purchases

Purchasing workflow

Revise purchase orders

Copy purchase orders (duplicate)

How to reopen a purchase order

Planned purchases (Add on)

Create purchase order

Restore deleted purchase orders

Import supplier items

How to use order confirmations

3. Purchasing and approval

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