Importing Transactions
You can import requisitions, purchase orders, and receipts that you previously exported for reuse. You cannot import documents with numbers that you have already assigned in Purchase Orders, unless you have cleared the transactions with those numbers.
The original file from which you imported the information is retained until you delete it.
Purchase orders can include requisition numbers, and receipts can include purchase order numbers. You can import additional cost details for the primary vendor on a receipt, but you cannot import additional costs for secondary vendors.
You cannot import multicurrency requisitions, purchase orders, or receipts into a single-currency Purchase Orders system. Edit a multicurrency import file to remove the multicurrency fields before importing.
Exporting Transactions
You can export all Purchase Orders transaction types, including requisitions, purchase orders, receipts, invoices, returns, credit notes, and debit notes.
Use the Export command on the File menu to transfer credit note and debit note, invoice, receipt, and return transactions created in Purchase Orders to non-Sage 300 applications, or to a file to be edited and imported later.
Before exporting, decide which fields to include in the export file. You must select fields for each type of record used for the transaction type. You should also find out the path for the export file you want to use or create.
Tip: If you do not want to export all transactions, use the Set Criteria option to specify which documents to export.
When you click Export, Purchase Orders exports all the transactions of the current type currently in the system.
Note: Purchase Orders uses more than one database table to store transaction records. If you are exporting any of these records (including additional costs), the Export dialog box shows a list of the tables that you can export for the record once you select the export file type and the file to which to export the data.