COBBLESTONE SOFTWARE

Contract Insight — User Guide

Importing PO Line Items

Module: Purchase Orders › Purchase Order Line Items › Importing PO Line Items

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

The Import control above the PO Line Items grid brings many line items onto a PO at once from an external file, rather than entering them one at a time through New, and sits alongside the similar Bulk add option on the same toolbar.

2. Key Elements

• Import button sits above the PO Line Items grid
• Bulk add is a related option for adding several lines without a file