This export will allow you to export the data of a Purchase Order to a CSV file suitable for being imported as a Purchase Order in another installation of Fishbowl. This allows for easy, more reliable interaction between two systems. The exported data may also be manipulated for import into other applications that can import purchase order information.
Fishbowl will export information about each Purchase Order and their items. To accomplish the separation of order data from its items, the first field of each line specifies the type of data the line belongs to. For each order the first field is "PO". All of the items follow this line and have as its first field "Item". All lines will be one of two types:
| Field | Type | Description |
| Flag |
Text (2 chars) |
The text "PO" which indicates the start of a new PO. Required |
| PONum |
Text (25 chars) |
The Purchase Order Number (leave blank for auto-numbering). Required |
| Status |
Numeric |
The options for Status are: 10 - Bid Request 15 - Pending Approval 20 - Issued 95 - Historical Required |
| VendorName |
Text (40 chars) |
The Vendor name in Fishbowl (case insensitive, created if not found). Required |
| VendorContact |
Text (30 chars) |
A contact name for this Vendor. |
| RemitToName |
Text (60 chars) |
The name that this PO will be remitted to. Required |
| RemitToAddress |
Text (90 chars) |
The address that the Payment should be sent to. Required |
| RemitToCity |
Text (30 chars) |
The remit to city. Required |
| RemitToState |
Text (2 chars) |
The remit to state abbreviation. Required |
| RemitToZip |
Text (10 chars) |
The remit to zip code. Required |
| RemitToCountry |
Text (30 chars) |
The remit to country. Required |
| ShipToName |
Text (60 chars) |
The name that this PO will be shipped to. Required |
| DeliverToName |
Text (60 chars) |
The name that this PO will be delivered to. Required |
| ShipToAddress |
Text (90 chars) |
The address that the parts should be sent to. Required |
| ShipToCity |
Text (30 chars) |
The ship to city Required |
| ShipToState |
Text (2 chars) |
The ship to state abbreviation. Required |
| ShipToZip |
Text (10 chars) |
The ship to zip code. Required |
| ShipToCountry |
Text (30 chars) |
The ship to country. Required |
| CarrierName |
Text (30 chars) |
The name of the Carrier for this PO. Required |
| CarrierService | Text | The Carrier Service selected on the sales order |
| If any of the following items are to be included, then all preceding items must be included. | ||
| VendorSONum | Text (25 chars) | The vendor's sales order number. |
| CustomerSONum | Text (25 chars) | The customer's sales order number associated with this purchase order. |
| CreatedDate | Text | The Creation Date to use for this PO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). |
| CompletedDate | Text | The Completion Date to use for this PO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). |
| ConfirmedDate | Text | The Confirmed Date to use for this PO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). |
| FulfillmentDate | Text | The Fulfillment Date to use for this PO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). |
| IssuedDate | Text | The Issued Date to use for this PO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). |
| Buyer | Text (30 Chars) | The user's fishbowl username that generated the PO. |
| ShippingTerms | Text (30 Chars) | The Shipping Terms of the purchase order |
| PaymentTerms | Text (60 Chars) | The Payment Terms of the purchase order |
| FOB | Text (15 Chars) | The FOB Point for the purchase order |
| Note | Text | SO Note |
| QuickBooksClassName | Text (30 chars) | The name of the QuickBooks class for this PO (created if not found). |
| LocationGroupName | Text (30 chars) | The location group for this PO. |
| URL | Text (256 chars) | An editable URL associated with this Purchase Order. |
| CurrencyName | Text (255 chars) | The name of the currency for this PO. Not used when Importing. Only exported if currency conversion is turned on. |
| CurrencyRate | Numeric | The rate of the currency for this PO. If left blank, it will be set to the default rate of the selected currency. Only used if currency conversion is turned on. |
| Phone | Text (256) | An editable phone number associated with the Sales Order |
| Text (256) | An editable email address associated with the Sales Order | |
| CF- | Text (30 chars) |
The purchase order's custom field value. The name of this column is CF- followed by the name of the custom field. There is one custom field column for each of the order's custom fields. |
| Field | Type | Description | ||||||||||||||
| Flag |
Text (4 chars) |
The text "Item" which indicates the start of a new item. Required |
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| POItemTypeID | Numeric |
The type of purchase order item. The number specified follows the
conventions in the following table:
|
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| PartNumber |
Text (60 chars) |
The part number from Fishbowl (case insensitive). Required |
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| VendorPartNumber |
Text (60 chars) |
The vendor's part number. Required |
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| PartQuantity | Numeric |
The quantity for this Part. Required |
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| FulfilledQuantity | Numeric |
The quantity fulfilled for this Part. This field is not currently used during import. |
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| PickedQuantity | Numeric |
The quantity picked for this Part. This field is not currently used during import. |
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| UOM | Text |
The unit of measure (UOM) abbreviation the product is being bought in. Required |
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| PartPrice | Numeric |
The unit price for this Part in the vendor's currency. Required |
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| FulfillmentDate | Text |
The Fulfillment Date for this PO Item in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). |
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| LastFulfillmentDate | Text |
The last fulfilled Date for this PO Item in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). |
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| RevisionLevel |
Text (15 chars) |
The revision level to be used for this PO Item. | ||||||||||||||
| CustomerJob | Text | The customer/job associated for this PO Item. | ||||||||||||||
| Note | Text |
PO Item Notes |
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| QuickBooksClassName |
Text (30 chars) |
The name of the QuickBooks class for this PO (created if not found). |
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| CFI- | Text (30 chars) |
The purchase order item's custom field value. The name of this column is CFI- followed by the name of the custom field. There is one custom field column for each of the order item's custom fields. |
In order to import your data, you must first export it to a CSV text file. All major spreadsheet programs can export data in this format. If you do not know how to export your data to a CSV file, please refer to the documentation of your spreadsheet program.
When exporting to CSV format, make sure to verify the following: