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Import or Export Order Lines

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Import or Export Order Lines

DPF has the ability to export your order lines to excel and also re-import them with your changes.

 

 

Export Order Lines

  1. Select the order lines you wish to export

  2. Click the 3-dot submenu and then select Export

image-20240709-064849.png
  1. Your order lines will be generated as an Excel file.

image-20240709-064941.png

 

Importing Order Lines

  1. Select the 3-dot submenu and then select Import

  2. Paste your edited spreadsheet data from the Export and then click Save.

  1. Your order lines will be imported. You then need to Save the order for your imported lines to be saved to the PO record.

 

 

Valid Import values

When importing PO lines from the excel sheet, the system follows the following validation:

Line Numbers (Column V)

  • Line numbers in the import that match an existing order line will replace the existing order line.

  • Line numbers in the import that do not match any existing order lines will be created as a new order line.

 

Line Type (Column A)

The Type value determines the type of order line (Service, Rental Hire, Car, Distribution) that will be saved.

 

 

Line Type

Valid Values in Import

Line Type

Valid Values in Import

Service

S

Service

Rental Hire

R

H

Rental/Hire

Rental\Hire

Hire/Rental

Hire\Rental

Car

C

Car

Distribution

D

Distribution