Exporting purchase orders
  • Michael
    Exporting purchase orders

    by Michael » Fri Dec 19, 2008 9:34 am

    Can you convert the purchase order document into a save as a .csv file or save as a .txt file so we can upload orders into 3m EOC program .
  • COBS Tech Support
    Posts:683
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Sat Dec 20, 2008 4:56 pm

    The only way you could do this "out of the box" is to open the purchase order and from the main menu select File|Export|OfficeLink.

    Tick which columns you want to export.

    Then the contents will be transferred into Excel. At that point you can save the data as a .CSV file.

    If you wanted to automate this, so that when a purchase order was saved it would create an email a .CSV or .TXT file automatically to your supplier, then we have done this for users many times in the past but there is a $$$ involved in setting that up for you. Let me know if your supplier would be important enough to justify such a cost.

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