Importing Requisitions

Description of Issue

We are interested in importing requisitions, through an external document.

Context
  • ERP

  • Financials

  • Requisitions

  • Imports

Cause

Knowledge transfer

Resolution

NOTE: Use below XML example (under Additional Information) to create own template described in steps highlighted below

  1. Create an XML file template

  2. Dump data into Excel

  3. Import XML File template using the Developer tab

  4. Map the xml fields with the data in Excel worksheet

  5. Export new XML file

  6. Log into Munis and open the Requisition Import program

  7. Click Define, choose Munis XML Format and select newly created XML File 

  8. Click on Import

    1. If errors exist, review/print error report and resolve errors

    2. If Munis prompts with no errors found, select Yes or No to continue with import

  9. Review Requisition Import report listing newly created requisitions

  10. Review requisitions created in either Requisition Entry or Requisitions program to continue processing transactions

Additional Information

There has been interest in a requisition import process that is more user friendly, that does not rely on XML formatting, and is customizable by end users. That topic is currently being explored as a potential option for future development under work ticket MUN-490260. Until a time such that this work ticket has been committed and made generally available, the only processes for importing requisitions that are available are outlined in the above block of text, and an example of that import raw data file is outlined below.


Below is a sample XML file used for importing a requisition:


<RequisitionImport> <Transaction> <TransactionID>1</TransactionID> <TransactionType>GI</TransactionType> <RequisitionNumber></RequisitionNumber> <TransactionDateTime></TransactionDateTime> <FiscalDate>2018/10/22</FiscalDate> <FiscalYear>2019</FiscalYear> <Dept>CO</Dept> <Status></Status> <PreEncumbranceID></PreEncumbranceID> <GenComment>Library Supplies</GenComment> <RequisitionDescription></RequisitionDescription> <UserID>alex.rollins</UserID> <NeededBy></NeededBy> <VendorID>1196</VendorID> <ShipTo></ShipTo> <ShipToEmail></ShipToEmail> <BillTo></BillTo> <BillToEmail></BillToEmail> <TaxAmount></TaxAmount> <ShippingAndHandlingAmount></ShippingAndHandlingAmount> <ShipReference></ShipReference> <WorkOrder></WorkOrder> <WorkOrderTask></WorkOrderTask> <GeneralCom></GeneralCom> <ThreeWayMatchRequired></ThreeWayMatchRequired> <FourWayMatchRequired></FourWayMatchRequired> <InspectedBy></InspectedBy> <Buyer></Buyer> <SpecialHandlingCode></SpecialHandlingCode> <GeneralNotes> <Line>General note 1</Line> </GeneralNotes> <UserDefined> <DataFieds></DataFields> </UserDefined> <Items> <Item> <RequisitionItemSequenceNumber>1</RequisitionItemSequenceNumber> <ItemName>Book Carts</ItemName> <SupplierPartNumber></SupplierPartNumber> <Quantity>2</Quantity> <UOM>EACH</UOM> <InvItemCode></InvItemCode> <ItemType>P</ItemType> <Commodity></Commodity> <WarehouseCode></WarehouseCode> <UnitPrice>199.99</UnitPrice> <ShippingAndHandlingAmount></ShippingAndHandlingAmount> <TaxAmount></TaxAmount> <DetailWorkOrder></DetailWorkOrder> <DetailWorkOrderTask></DetailWorkOrderTask> <GeneralNotes> <Line>1</Line> </GeneralNotes> <Accounts> <Account> <OrgCode>1</OrgCode> <ObjCode>32250</ObjCode> <ProjCode></ProjCode> <LongAccount> <ProjectString></ProjectString> <ProjectStringType></ProjectStringType> <Amount>399.98</Amount> </Account> </Accounts> </Item> </Items> </Transaction> </RequisitionImport>