Document Upload in Document Generation

Modified on 01/18/2016 12:00 PM by Jason Greenleaf — Categorized as: Documentation, Guide, Help Text

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PO Upload Feature for Document Generation
   Build an Empty Doc Gen Batch
   Uploading Documents
   Editing Uploaded Documents
   Finalizing Uploaded Documents

PO Upload Feature for Document Generation ¶

You can now upload purchase orders, returned goods POs and transfers to ComCept from a spreadsheet. This is done in the Document Generation (Doc Gen) feature of ComCept .Net from an empty batch instead of one that was calculated by usage. Steps involved are as follows:

Create an empty Document Generation Doc Gen batch.
Download the Document Upload spreadsheet template.
Fill the spreadsheet with your PO/RGPO/Xfer data, using Microsoft Excel or another compatible spreadsheet application.
Upload the spreadsheet into your empty Doc Gen batch – you must have the new InvDocumentBatch_ItemUpload permission to do this.
Edit and finalize your Doc Gen batch using current practices.
At this point, you can edit and process the uploaded documents just like any other Doc Gen batch.
==How do I access the Upload feature?==

Once the user has the correct permission they will need to build an empty Doc Gen batch.

Build an Empty Doc Gen Batch¶

Select Document Generation from the ComCept .Net Thin Client navigation menu. The Document Generation List page will appear.

Select the New Batch button. The first page of the Document Generation wizard appears.

Type a descriptive name into the Batch Name field.

Select the Empty Batch button. A confirmation message will appear, select the OK button on the message. You will be taken to the Document Generation Document List page.

The PO Upload feature is in the Upload Documents region of the page, and is collapsed by default to save space. Select the + button to expand this region.

Uploading Documents¶

In order to upload a document and it pass all of the validation you need to follow the rules found in the template.

Select the Download Template link. Save the Excel file to your desired location and open it.

Tip: You don’t need a separate spreadsheet for each type of document you want to upload. You can mix PO’s, RGPO’s and transfers all in the same spreadsheet.

Select the Browse button to find your spreadsheet.

Select the Upload button. You must have the InvDocumentBatch_ItemUpload permission.

The upload time will vary based on the number of lines in your spreadsheet. If everything passes validation the document(s) will appear in the grid on the Document Generation Document List page.

If there are errors on the upload file an error will be displayed on the page. It will only display one error at a time. This feature should not be used by users unfamiliar with Document Generation and their data.

Editing Uploaded Documents¶

Select the Edit icon on the desired document to make changes.

All documents in the batch can be edited after the upload is complete. You can add more items, remove items, or change quantities and costs. Multiple users can simultaneously work on different documents within the batch if needed.

Finalizing Uploaded Documents¶

Finalizing an empty batch filled with uploaded documents works exactly like a regular Document Generation generated batch. Select the Create Document(s) button.

A prompt will appear. Select the Continue link to confirm you want to create the documents. This process will disallow edits in this batch, while the real PO’s, RGPO’s and transfers are created.

If Transfers are in the batch you have some additional processing options. Select the appropriate option.