PO Purchasing Document Upload creates new, and adds to or amends existing, Oracle Purchasing documents from Excel – Standard Purchase Orders, Blanket Purchase Agreements, Contract Purchase Agreements and Standard Quotations – including headers, lines, shipments / price breaks, distributions, descriptive flexfields and an optional document attachment.
When to use it
- Mass-create Standard POs, Blanket/Contract agreements or Standard Quotations from a spreadsheet.
- Bulk-load blanket-agreement price breaks for many lines.
- Add new lines, shipments or distributions to existing purchase orders in bulk.
- Make bulk field edits to existing Standard POs (promised/need-by dates, quantities, header buyer/comments) and split shipments.
- Load purchasing-document descriptive flexfields at every level.
- Migrate open purchasing documents during an implementation or data conversion.
Before you start
- Blitz Report is installed and you are signed in to a responsibility with access to the operating unit.
- The supplier and site exist for new documents; the buyer is a valid PO agent.
- Items exist in the item master (or set Create Or Update Items = Yes so the import can create them).
Choose a template
There is a template for each document type, in a plain version and a “(with attachment)” version that adds the attachment columns:
| Template | Use it for |
|---|---|
| Standard Purchase Order | Standard POs – header, lines, shipments and distributions. |
| Blanket Purchase Order | Blanket Purchase Agreements – lines and price breaks. |
| Contract Purchase Order | Contract Purchase Agreements (header-level). |
| Standard Quotation | Standard supplier quotations. |
| … (with attachment) | Any of the above plus the columns to create a document-level attachment. |
Pick the template that matches the document type you are loading; each pre-sets its Document Type.
Step 1 – Choose a template and mode, set the parameters and download
In Blitz Report, open PO Purchasing Document Upload, choose your template, and set the parameters:
| Parameter | Purpose |
|---|---|
| Operating Unit | The operating unit the documents belong to (required). |
| Upload Mode | Create (empty template) or Create, Update (download existing documents to amend). |
| Document Type | Standard PO / Blanket / Contract / Quotation (set by the template). |
| Document Number / Status / dates / Agent / Created By | Restrict which existing documents are downloaded. |
Run the upload to download and open the Excel file. A blank PO Number creates a new document; entering an existing PO Number adds to or amends it.
Step 2 – Enter the documents
Each row carries the header repeated across its line, shipment and distribution rows. On the header enter the Document Type, Buyer, Supplier Name and Supplier Site; on lines the Item or Category, Unit Of Measure, Price and Line Quantity; on shipments the Ship To Organization Code, Ship To Location Code and dates; on distributions the Charge Account and quantity. Set the Approval Status the imported document should reach.
Step 3 – Validate and Save
Click Validate and Save. This checks for missing required values and runs the upload’s validation, then saves the file. Correct anything it flags before continuing.
Step 4 – Upload and view the result
Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which routes new documents/lines through the standard Oracle purchasing import program and applies edits to existing Standard POs through the Oracle PO Change API. When it finishes, a result report opens showing each row as success or error.
What’s produced
- Created and amended purchasing documents with their lines, shipments, distributions and flexfields.
- A result report listing every row with a status (success or error) and a message.
Common questions
Can I add lines to an existing PO?
Yes – enter the existing PO Number and add the new line/shipment/distribution rows under it (Standard PO, Blanket and Quotation support additions).
Can I change an existing Contract?
No – existing Contract Agreements cannot be amended through this upload (you can create new ones). Field edits and shipment splits are supported only for existing Standard POs.
Can I delete a PO, line or shipment?
No – this upload only creates, adds to or amends; it has no delete capability.
Will the document be approved automatically?
It is set to the Approval Status you choose (default Approved).
What if my item doesn’t exist yet?
Set Create Or Update Items = Yes so the import can create it; otherwise the item must already exist.
Troubleshooting
| Message | Cause | What to do |
|---|---|---|
| Contract Agreements cannot be updated through this upload | An existing Contract row was submitted for amendment. | Create a new contract, or amend it in the Purchasing application. |
| This action cannot be performed by the upload | An unsupported change on an existing document (e.g. editing an existing Blanket/Quotation field). | Limit existing-doc edits to Standard POs; for Blankets/Quotations, add new lines instead of editing existing ones. |
| The following cannot be changed on an existing purchase order | A field that can’t be altered on an existing PO (Item, Ship-To Org, Charge Account, Requestor) was changed. | Revert those cells to the existing values, or make the change in the application. |
| Row reports Success but the document didn’t change | New rows are applied asynchronously by the Oracle import program; a header-only update with no real change is a no-op. | Check the linked Oracle import request in the result; confirm the value actually differs from the stored value. |
| Item / category / account / site value rejected | The value isn’t valid for the operating unit, or the prerequisite record doesn’t exist. | Pick from the dropdown; create the supplier/site/item/account first, or set Create Or Update Items = Yes for items. |