Note • You must create and customize the CSV, before adding it as a data source for a Purchase Order process. For more information, see Creating a Purchase Order CSV File.
To configure a csv file as a data source:
1.
Click Create Process, located in the upper section of the Administration Console. The Process Type screen opens.
2.
Click the Purchase Order radio button.
3.
Click Next. The Purchase Order Source screen opens.
Purchase Order Source
4.
Click the radio button: Other: File (csv, txt).
5.
Click Next. The Purchase Order Data Source screen opens.
6.
Complete the steps for one of the following options.
