Import Purchase Orders
This task will import purchase order information to Peoplevox in XML format, for detailed information see Peoplevox XML Purchase Orders. The information is imported using the standard fields under Integration Templates that can be configured through your Peoplevox web application. Note, the fields must use the default names, you can import the correct configuration using the file below.
Integration Templates
Purchase Order
PurchaseOrderNumber,Status,Reference,Supplier,AddressLine1,AddressLine2,AddressCity,AddressRegion,AddressPostcode,AddressCountry,AddressReference,RequestedDeliveryDate,SubmittedDate,User,EndDate,ExpectedDeliveryDate
Purchase Order Item
PurchaseOrderNumber,ItemCode,Status,Quantity,RequestedDeliveryDate,Line,Sequence,CostPrice,ExpectededDeliveryDate
Connection Settings
Peoplevox Connection
Required
The connection to the Peoplevox instance to use. See the Connecting to Peoplevox if you require more information on how to create/manage connections.
File Settings
Fail File
Required
The name or full path to the file failed records will be saved to.
Defaults to peoplevox_import_purchase_orders_fail.xml
Input File
Required
The name or full path to the file the data to be imported will be read from.
Defaults to peoplevox_import_purchase_orders.xml
Success File
Required
The name or full path to the file successfully imported records will be saved to.
Defaults to peoplevox_import_purchase_orders_success.xml
Import Settings
Prevent Reprocessing
Required
Set to True if you only want to process a record once, or False to update every time. Defaults to False.
For Prevent Reprocessing to work, ExternalId must be specified in the XML
Timeout (In Minutes)
Required
Maximum amount of time in minutes that Zynk will wait for a response per call made. Defaults to 10.
Validate Templates
Required
Optionally valid the template configured in Peoplevox against the Zynk object. Any fields that are not set up on the template or that do not match the Zynk object will be logged out as a warning.
Item Type Settings
Auto Create Item Types
Required
Set to true to automatically create item types if they do not exist in Peoplevox.
Default Item Type Code
Optional
Optionally set the item code to this value when the item type does not exist
Match Item Types On
Required
Match the item code value from your item to one of these fields
Retry Settings
Optional
See Retry Settings.
Supplier Settings
Auto Create Suppliers
Required
Set to true to create supplier records based on your match field task settings and the SupplierData in the XML you provide.
Match Suppliers On
Optional
If Auto Create Suppliers is set to true, optionally match existing suppliers based on one or many of the following field(s):
- Name
- FirstName
- LastName
- Phone
- Mobile
Zynk Settings
Example XML
Example input file, for detailed information see Peoplevox XML Purchase Orders.
<?xml version="1.0" encoding="utf-8"?>
<PurchaseOrders>
<PurchaseOrder>
<ExternalId>1</ExternalId>
<PurchaseOrderNumber>PO-123456</PurchaseOrderNumber>
<Status>Pending</Status>
<Reference>PO-ABCDEF</Reference>
<Supplier>Andrew Snape</Supplier>
<AddressLine1>i6</AddressLine1>
<AddressLine2>6 - 8 Charlotte Square</AddressLine2>
<AddressCity>Newcastle</AddressCity>
<AddressRegion>Tyne and Wear</AddressRegion>
<AddressPostcode>NE1 4XF</AddressPostcode>
<AddressCountry>United Kingdom</AddressCountry>
<AddressReference>WORK</AddressReference>
<RequestedDeliveryDate>2017-07-20 00:00:00</RequestedDeliveryDate>
<SubmittedDate>2017-07-10 00:00:00</SubmittedDate>
<EndDate>2017-08-20 00:00:00</EndDate>
<ExpectedDeliveryDate>2017-07-18 00:00:00</ExpectedDeliveryDate>
<PurchaseOrderItems>
<PurchaseOrderItem>
<ItemCode>PROD001</ItemCode>
<Status>Pending</Status>
<Quantity>2</Quantity>
<RequestedDeliveryDate>2017-07-19 00:00:00</RequestedDeliveryDate>
<Line>PROD001</Line>
<Sequence>1</Sequence>
<CostPrice>10</CostPrice>
<ExpectededDeliveryDate>2017-07-21 00:00:00</ExpectededDeliveryDate>
</PurchaseOrderItem>
</PurchaseOrderItems>
</PurchaseOrder>
</PurchaseOrders>