Minimum Version Required: 25.10
Pre-Conditions
User Permissions:
To see the PO Importer link, the required permission is Inventory View.
The permission to import purchases is Purchase PO Edit.
Location Mapping:
A Table Translation Value must be added for the Locations table. This translation should use the Ship To Location name from the import file as the Foreign Value and the corresponding Encompass Location ID as the Local Value. A separate Table Translation record is required for each Ship To Location found in the file if multiple exist.
Review the Ship To Location in the file and add a Table Translation Value for the Locations table with that name as the foreign value. Important: If the file has multiple Ship To Locations, a Table Translation record for each location.
See the example table translation below where the "Ship To Location" in the file is "PIONEER DISTRIBUTING"
File Specifications:
The file must be a comma delimited CSV file. The latest Crown file has 14 columns as shown below.
The column header names DO NOT have to match but they must be in the specified order
File Mapping:
Import Routine ID - 403131
Import Routine - Crown PO Import COIN2
Destination Table - PurchaseOrders
Import Action - Update or Add
Steps
Follow these steps to import a Crown Imports (COIN2) file:
Navigate to PO Importer:
Begin typing "PO Importer" in the unified search box and click on the PO Importer link. Alternatively, you can navigate to the Purchasing Home dashboard and click on the PO Importer link.
Step 1 - Setup Import:
Select the location for the import
Select the Crown Imports (COIN2) supplier option
Click Next
Step 2 - Upload the File:
Upload the Crown Imports (COIN2) file.
Import Results: After the file is uploaded, the purchase will import immediately.
Step 3 - View Import:
Click the View Import Task link to see the results, or go to the purchases table to view the imported purchases.
Re-importing the same file:
If the PO Number for the same vendor does not exist in the last 30 days, a new purchase will be created
If the PO Number for the same vendor does exist in the last 30 days and the shipment is in New or Ordered status, the existing purchase is updated.
If the PO Number for the same vendor does exist in the last 30 days and the shipment is in Received or greater status, the existing purchase is not updated and a new purchase will not be created.