Export Purchase Orders

Use this routine to create an XML file you can use to export purchase order data to an outside system. You then use a custom STORIS web service to pass the data to the outside program.  Note that STORIS must activate the Export Purchase Orders routine for you, and the web service program requires custom programming. Contact STORIS for more information.

Use the fields below to create a list of purchase orders to export for selected receiving locations and for a selected vendor.  The selection criteria excludes purchase orders on hold or previously exported (to include POs previously exported, enter the PO numbers directly into the field).  

When you click on Run, if the program finds any POs based on your selection criteria, the Purchase Orders to Export screen appears displaying the selected purchase orders. Use that screen to refine your export list and create the XML file for export.  The program sends the file to web service, which in turn sends it to your outside system based on a user-defined destination path and filename.

This routine provides the option to print a report detailing the purchase orders included in the export process.

Receiving LocationEnter the receiving location for the selected purchase orders.  You can enter a location code directly, or click on the Arrow to select from a list of locations.  If you click on the Action button, the Multiple Location Selection Window appears which you can use to select one or more locations.  If you leave this field blank, you select all locations. Note that you can select only locations that are valid for the log-on user.

VendorEnter the code of the vendor whose purchase orders you want to export. If you click on the Search button, the Vendor Name Search from which you can select a vendor.     

Purchase Order

Report Exported Purchase Orders

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

This field is active only if you check the box at the Report Exported Purchase Orders field.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.

This field is active only if you check the box at the Report Exported Purchase Orders field.