Exporting purchase orders
Posted: 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 .
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.