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.
File Specifications:
The file must be a CSV file type and must have the following column header names.
- Item Code, Item, Units, Pallets, Truck, PO
The order of the columns does not matter and additional columns will be ignored.
Lagunitas File Example:
File Mapping:
Lagunitas File (Column) | Encompass Field |
Item Code | Supplier Product Num |
Item | N/A |
Units | Cases |
Pallets | N/A |
Truck | N/A |
PO | PO Number |
Steps
See the Pre-Conditions tab before importing.
Follow these steps to import a Lagunitas 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 Lagunitas supplier option
Click Next
Upload the Lagunitas file
Step 2 - Preview Data:
The Supplier Product Num in Encompass must match the Item Code in the Lagunitas file
Look for any products not found in the file. This will be indicated with the product being listed as not found, was will as the Vendor with the minimum Vendor ID will be displayed
Click Execute only if all products are found.
Step 3 - Review Data:
Link to the purchases will be displayed
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.