BusinessPlus import requisition

[izardrp]

Good day,

I work for the Milwaukee Public Schools district, which uses BusinessPlus as our financial system. Our department is working on a project to improve the workflow throughout the lifecycle of procuring supplies via requisitions and purchase orders. The process begins with an electronic supply request form (outside of BusinessPlus), which contains all of the pertinent data that gets input into BusinessPlus. The requestor types all of the requisite information into a source document (supply request form), and then clerical create the official requisition in Business Plus by copying and pasting the data from the supply request form into the appropriate fields in BusinessPlus. Hence, there is a lot of repetition and wasted effort.

I am wondering if BusinessPlus has an existing module or any existing functionality to generate new requisitions by importing the data from a .csv or Microsoft Excel file.

Here's an example of how another Oracle-based vendor accomplishes the desired import:

• Import Purchase Requisitions from Excel Spreadsheet in Oracle Cloud ERP | Oracle Fusion | TutorAlly

https://www.youtube.com/watch?v=HRQevzK78g0

• File-Based Data Import (FBDI) for Procurement

https://docs.oracle.com/en/cloud/saas/procurement/23b/oefbp/importrequisitions-3030.html#importrequi...

• RequisitionImportTemplate.xlsm

https://www.oracle.com/webfolder/technetwork/docs/fbdi-23b/fbdi/xlsm/RequisitionImportTemplate.xlsm

Respectfully,

[CindyOp]

Hi @izardrp 

BusinessPlus has some existing functionality through an upload utility, POUTZZ that would technically populate the PO tables.

A PR is made up of multiple tables and the utility can upload each table so multiple upload files for each table instead of one file that uploads to all the PR/PO tables.

Attached are the templates for POUTZZ are attached. 

Please let us know if you have any questions.

5 templates are attached to this reply. The remaining templates will be attached in additional responses.

[CindyOp]

Hi @izardrp 

The remaining 5 templates are attached to this response.