DataHub: Pending Purchases

This FAQ will go over outgoing and incoming purchase orders in DataHub.

Pending Purchases

To start, go to DataHub > Pending Purchases. This is used to import a purchase order or vendor invoice that was transferred using DataHub.

Choose a filter and a date range. The “Pending Transactions” filter shows only transactions that have come in and haven’t been imported yet. Once imported, it will move to the “Recently Closed” list. If an order needs to be “reimported”, it can be imported again from the “Recently Closed List”.

If “Auto-set Pcs Received” is checked, the pieces received will be filled in with the number of pieces on the imported invoice.

Click the dropdown on the order or invoice number to preview the items on an order and to see the products that are linked to those items.

Select the invoices or orders that are to be imported and click the import option. Once the transactions are imported, the PO or PI created for them will open in Paradigm.

• Import As PO – Creates a purchase order
• Import as PI – Creates a purchase invoice.
• Find POs and Import as PI – Finds the purchase orders and imports as a purchase invoice.

Map Inventory Items

When importing an invoice and items on the invoice are not mapped to an item in Paradigm, the inventory item mapper will appear.

Map the items by selecting them from the drop down. If “Auto-fill Related Products” is checked when entering product mappings, all entries found with the same source product key will be auto-filled. To import the item as a miscellaneous product, check the box on the line. Once they are all mapped, click “Import Transactions”.

Importing Custom Options

For custom options to be imported, the custom option name and value must exist to be imported and be identical. For example: if the custom option to be imported is “CUPOLA”, but the custom option on the receiving company is saved as “CUP”, the option will fail to import and an error message like below will be shown. If the custom options match, but the selected value is not available (i.e. Company A selected “Blue” but Company B only has “Yellow”, “Red”, and “Green” options), that will be shown in the error message as well.

If a custom option fails to import, a message (example below) will be shown after the import and the information will be added to the Detail Notes field on the line: One or more errors occurred when importing model options: DataHub options for line:…..

Outgoing Purchase Orders

DataHub has the option to upload POs directly to certain vendors, such as to Do It Best, Orgill, or vendors that also use Paradigm ERP.

To control the warehouses that POs will be uploaded from on a certain vendor, go to the vendor detail tab and add the attribute DataHubExportPOsByWarehouse and set the desired warehouse ID in the attribute’s value. Add the attribute multiple times to whitelist multiple warehouses. If the vendor doesn’t have this attribute at all, POs from all warehouses will be uploaded.