With Kojo, you can set up an PO export that will allow you to import Lot PO's into ComptuerEase. There are 2 parts to the setup, the Kojo Export, and the ComputerEase Import Profile.
Kojo PO Export Setup
From the PO export screen. You will need to setup the following fields (at a minimum).
Once the above data columns are set, save the export profile and set it as your default.
ComputerEase PO Import Profile
In ComputerEase go to, Purchasing And Inventory -> Work on Purchase Orders -> Import Purchase Orders.
Click the question mark in the "Use Layout" box
Pick a layout to make a duplicate of or create a new one from scratch.
The below fields when mapped will match the above Kojo PO Export. In addition to the below-mapped fields. We need to set several "Constant Values" also noted below.
Kojo | Computerease | Static Values |
PO # | ponum |
|
PO Vendor Code | povennum |
|
PO Delivery Address Line 1 | poshipto1 |
|
PO Delivery Address City | poshipto2 |
|
PO Delivery Address State | poshipto3 |
|
PO Delivery Address Zip | poshipto4 |
|
PO Created At | podate |
|
PO Need By Date | poreqdate |
|
PO Job Code | pojob |
|
PO Cost Category | pocat |
|
PO Notes | ponotes |
|
PO Subtotal | itemprice |
|
| itemdes1 | Lot Materials from Kojo |
| itemqty | 1 |
| itemislot | 1 |
Once mapped, the ComputerEase import profile should look similar to the screenshot below.
Once columns are mapped and constant values are set. Save and Close.
You can now import PO's from Kojo into CE using the two export/import profiles that we just created.
Notes:
Line item descriptions from Kojo will not be imported into ComputerEase as lot line items.
This is a batch process, you can process multiple orders in one import-export process.