Purchase Order CSV
In the web interface for FlexNet Manager Suite, attention is focused on the individual purchase. If multiple purchases were included within a single purchase order, these are related simply by having the same purchase order number. Similarly, this import mainly focuses on the properties of an individual purchase, with just a few of the properties relating to the enclosing purchase order. Purchase order headers, and purchases (purchase order lines), are stored separately in the compliance database: the import process applies the different data items in this DDI to the appropriate tables.
Column |
Details |
---|---|
BusinessUnit
|
Type: String. Optional. Maximum: 500 (64) The business unit of the purchase order line: the name of the last level or some
of the last levels or all levels. Levels and sub-levels must be separated by the
forward slash [ |
Category
|
Type: String. Optional. Maximum: 500 (64) The category of the purchase order line: the name of the last level or some of
the last levels or all levels. Levels and sub-levels must be separated by the
forward slash [ |
Comments |
Type: String. Optional. Maximum: 4000 Comments entered about the purchase. Intended for general comments: for the
details of what was purchased, see |
ContractNo
|
Type: String. Optional. Maximum: 64 The contract number attached to the purchase. This may be a purchasing agreement, a maintenance agreement, and so on. |
CostCenter
|
Type: String. Optional. Maximum: 500 (64) The cost center of the purchase order line: the name of the last level or some of
the last levels or all levels. Levels and sub-levels must be separated by the
forward slash [ |
CurrencyCode
|
Type: String. Optional. Maximum: 32 The currency code must match an existing currency code in FlexNet Manager Suite. See the list in Currency Codes. |
CurrencyDate
|
Type: Date. Optional. For formats, see Entering Dates in the CSV Templates. Date the exchange rate is valid. |
CurrencyRate
|
Type: Float. Optional. Currency exchange rate against the default currency set in the System Defaults page in FlexNet Manager Suite. |
CurrencySnapshotName |
Type: String. Optional. Maximum: 256 The name of the conversion rate snapshot to be applied to currencies in this
import, when converted to the default currency. This must be an exact match for an
entry in the |
Description |
Type: String. Optional. Maximum: 250 What was purchased. Keep this
entry precise. General comments can be entered separately under |
DocumentUNC
|
Type: String. Optional. Maximum: 4000 UNC to the purchase order (header) document. |
DocumentURL
|
Type: String. Optional. Maximum: 4000 URL to the purchase order (header) document. |
InvoiceDate
|
Type: Date. Optional. For formats, see Entering Dates in the CSV Templates. The date the item was invoiced. |
InvoiceNo
|
Type: String. Optional. Maximum: 50 The invoice number for the purchase order. |
Location
|
Type: String. Optional. Maximum: 500 (64) The location owning the purchase: the name of the last level or some of the last
levels or all levels. Levels and sub-levels must be separated by the forward slash
[ |
PartNo
|
Type: String. Optional. Maximum: 100 The part number of the item purchased. For software items, record the SKU number in this column. Providing the manufacturer's SKU (Stock Keeping Unit) number allows for much greater automation, such as automatically applying product use rights to the associated license. |
POLineNo
|
Type: Integer. Key. Mandatory. Maximum: - The purchase order line sequence number. This identifies the individual purchase within the purchase order. |
PublisherName
|
Type: String. Optional. Maximum: 64 The name of the company producing the software. |
PurchaseDate
|
Type: Date. Mandatory. For formats, see Entering Dates in the CSV Templates. The purchase order date. |
PurchaseOrderNo
|
Type: String. Key. Mandatory. Maximum: 50 The purchase order number. |
PurchaseQuantity
|
Type: Integer. Optional. Maximum: - The quantity of identical items bought together in this purchase (the single purchase order line). |
PurchaseType
|
Type: String. Optional. Maximum: 100 The type of purchase: Standard types are:
If no value is specified for a new purchase order line, the
Not
Set value will be used.Tip: In some circumstances,
automation treats the
Not Set value the same way it treats the
Software value.For single tenant on-premises implementations, new types will be created for non-existing values. However, it is not recommended to create new values, because specific processing actions are tied to each of the existing types. New types added through the Business Importer have no associated processing. (New types are not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.) |
QuantityPerUnit
|
Type: Integer. Optional. Maximum: - The multiplier applied to each unit of |
RequestDate
|
Type: Date. Optional. For formats, see Entering Dates in the CSV Templates. The date the item was requested. |
RequestNo
|
Type: String. Optional. Maximum: 60 The request number for the purchase. |
SalesTax
|
Type: Float. Optional. The total sales tax amount for the purchase. Must be entered in the same
currency, matching the |
ShippingAndHandling
|
Type: Float. Optional. Maximum: - The total shipping and handling cost for the purchase. Must be entered in the
same currency, matching the |
ShippingDate
|
Type: Date. Optional. For formats, see Entering Dates in the CSV Templates. The date the item was shipped. |
Status |
Type: String. Optional. Maximum: 100 The current stage of this purchase in the business cycle. Acceptable values
are:
|
UnitPrice
|
Type: Float. Optional. The unit price of the item. Must be entered in the currency matching the
|
VendorName
|
Type: String. Optional. Maximum: 64 The name of the reseller against whom the purchase order was raised. |
FlexNet Manager Suite (On-Premises)
2024 R1