How to import a requisition on Sage 300 Purchase Orders

Steps:

  1. Create the requisitions you want to import, either in another Purchase Orders database or in a non-Sage 300 program.
  2. On the Requisition Entry screen, click Import on the File menu.
  3. Do one of the following:
    • Specify the name and format of the file you want to import.
    • If you have created an import template for the file, choose Load Template, and then select the template file.
  4. Specify default entries for any required fields that do not already have entries.
  5. If you expect to import the file again, create a template for it:
    1. Click Save Template.
    2. Specify a file name and path for the template file.
  6. Click OK to begin importing.

After importing a file you created in a non-Sage 300 program, delete the file in the other program if you do not intend to import it again. Purchase Orders does not delete files as it imports them.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.