Importing/Exporting Item Quantities in the Buyers Control Center

You can use the right-click menu option, Export current contents to Excel¸ from the grid on the Buyers Control Center (POE400) and the Buyers Control Center Detail (POE405) screens to export the contents of the grid to Microsoft Excel®.

Using the Buyers Control Center Detail (POE405) screen you can also import item quantities. The right-click function, Import quantities from Excel, works with Microsoft Excel® and the right-click BCC grid function, Export current contents to Excel. The import function can also be used with an Excel spreadsheet created with these specific requirements:

• The first row is a header row.
• There must be columns for the item number, purchase quantity, and quantity UM.
• The Excel column header/title must match exactly the corresponding BCC grid column header/title.
• There can be no blank column headers prior to the required columns (when the import process attempts to identify the relevant columns, processing stops when it encounters a blank column header).
• Additional columns will be ignored.
• Row order doesn’t matter except that following the first row, there should be no rows with a blank item number (when importing lines, when the import process encounters a blank item number, it assumes it is at the end of the list and stops).
• The worksheet to import must be “Sheet1” –no attempt to import a worksheet with any other name will be made.

These are important limitations that should be noted when using the import process:

• The import process will not add items to the BCC grid – it only changes purchase quantities. This helps prevent you from accidentally importing a spreadsheet for the wrong vendor, for example.
• The import process will not change anything but the quantity (i.e. it will not change the item number or the quantity UM).
• The quantity UM from the spreadsheet must match the quantity UM in the grid or the line will be skipped.
• Special order lines will always be skipped, as you are not allowed to change the purchase quantity on a special order line.
• The import process will not import quantities for lines that have the Override checked in the BCC grid. These lines will be skipped.
• When the import process updates a line, if the Buy check box it not selected, it will be changed to be checked.
• To use a spreadsheet to update BCC quantities, these are suggestions to make the process work more smoothly:
• Prior to importing, be sure all of the items are visible in the BCC grid. This can be done by selecting all of the filters, including “Items Above Line Point”.
• The exception is that you may consider un-checking the “Spec Order” filter so that special order items are not visible. Special order lines will not be changed even if they are visible.
• Turn off all of the buy flags in the grid using the right-click option, “Set All Buy to No”. This ensures that only the items you import will be set to Buy.
• If there are additional items on the spreadsheet that are not in the replenishment path you are working on, you can manually add them to the grid prior to importing.

When you are ready to import, open the spreadsheet you wish to import, and be sure it is the only spreadsheet open. Then access the Buyers Control Center Detail screen for the correct vendor, right-click on the BCC grid, and select “Import quantities from Excel.”

The import process will notify you of any errors it encounters.