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Exporting and Importing Purchase Orders from STAC into Sage 300 CRE

Adam Gurley
Adam Gurley
  • Updated

 

Importing Purchase Orders into Sage 300

Video Walkthrough

1. Login to Sage 300 CRE Company for which you want to import records

2. Open Job Cost. 

  • Tools > Import > Commitment  
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3. Click the...” on the Import file line:

4. Browse to location of saved “po-Import 07272021.txt” file.

5. Select the location of “POREJECT.TXT file”

6. Select “Start” 

7. Verify the Purchase Order Import File Imported correctly by going to

  • Open Job Cost >Reports>Committed Cost>Purchase Order Document 
  • Apply applicable report conditions to view Imported ServiceTrade Purchase Order 
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8. To verify that your import moved data successfully, add any of the following conditions to your report and verify ServiceTrade Purchase Order Data. 

  • Sage Job 20-121

9. Second verification  

  • Open Job Cost >Task>Commitments 
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10. Complete ‘company specific’ Data Verification (if applicable)

NOTE: Purchase Orders import is Not “Committed to Accounting” therefore another user (for example, someone in your Accounting department) to edit or approve the Purchase Order. 

 

Video Walkthrough

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