To import from a supplier order list, open the metadata of the folder into which you wish to import the supplier order list, and check the “Supplier import folder” checkbox.

 

Fig. 79: Supplier import folder

To start the import from the supplier order list, right-click on the folder you wish to import the list into, and select the option “import supplier order list”

Fig. 80: Import supplier order list

A new window will be opened in which an excel file must be selected.

Fig. 81: Export file selection window

The Excel file must contain the following:

-      At least 5 columns

-      1 Column must contain date fields

Select which columns to use for the metadata.

Fig. 82: Column showing custom metadata fields

«Manager Login» will be used to create the user login and must have a value in every row.

 A user group must be created in the format “Projectname_Supplier” so if for example the project is called “Test 007”, the group “Test 007_Supplier” must be created through the admin pages.

If additional custom metadata fields have been created in the project, columns can be selected which then give the metadata fields their values.

Fig. 83: Custom metadata fields

Finally, a summary of the import actions is created, showing which users and folders were created.

Fig. 84: Summary of import actions

If the import has completed successfully, the project can be refreshed to see the newly generated folders.

Fig. 85: New Folders