For all LogisticsOS implementations
File-Based
Implementation Steps
| Task | Responsible Party |
|
Provide decision on delivery method:
|
Client |
| Provide SFTP access details and credentials, as applicable | FacilityOS or Client (based on client’s decision above) |
| Specify type of email notifications and email addresses of recipients | Client |
| Upload to SFTP header import file that meets the formatting requirements | Client |
| Set up automated job to import data | FacilityOS |
| Review data and confirm accuracy | Client |
| Set up automated job to send and receive/import data files | Client |
| Enable respective jobs for scheduled import and export | FacilityOS & Client |
Delivery Methods
The first step is for the client to select a delivery method. Please select from the following:
- File to FacilityOS SFTP – FacilityOS establishes a dedicated SFTP folder with unique credentials and client uploads file (MOST COMMON)
- With IP Access List (RECOMMENDED)
- For scenarios where machine uploading file will have a static IP address or IP range
- Customer must provide IP address or IP range
- Without IP Access List
- With IP Access List (RECOMMENDED)
- File to client’s SFTP – Client establishes a dedicated SFTP folder with unique credentials and FacilityOS-built job retrieves files
Import to FacilityOS
PO Header File - Fields/Columns
| Friendly Name | Column Name | Data Type | Required | Description |
|---|---|---|---|---|
| PO ID | poid | Text (50) | Yes |
Primary Key Used to track Purchase Orders entered into system |
| PO Type | potype | Text (20) | No | Reporting use and may be displayed in the LOS UI |
| Business Unit | businessunit | Text (50) | Yes | Reporting use and may be displayed in the LOS UI |
| Receive Status | receivestatus | Text (1) | No |
N = New, P = Partial, R = Received (complete) Reporting use and may be displayed in the LOS UI |
| Vendor ID | vendorid | Text (50) | No | Reporting use and may be displayed in the LOS UI |
| Vendor Name | vendorname | Text (50) | No | Reporting use and may be displayed in the LOS UI |
| Vendor Set ID | vendorsetid | Text (20) | No | Reporting use and may be displayed in the LOS UI |
| Entered DateTime | entereddt | DateTime | No | Reporting use and may be displayed in the LOS UI |
| PO Revision | porevision | Int | No | Reporting use and may be displayed in the LOS UI |
| Total Order Amount | totalorderamt | Currency | No | Reporting use and may be displayed in the LOS UI |
| Default Cost Center | defaultcostcenter | Text (50) | No | Reporting use and may be displayed in the LOS UI |
| Default Deliver To | defaultdeliverto | Text (50) | No | Reporting use and may match EmpID in Recipient table; if so, the PO Lookup automation may set the Location. |
Content & Format Requirements
| Category | Requirements |
|---|---|
| Header Row | Required |
| Columns |
|
| SFTP Folders | /PoHeaders |
| File Name | (Any value) |
| File Format | .csv |
| Field Separators |
Must be one of the following:
|
| Text Qualifiers |
Must be one of the following:
|
| Line End |
Must be one of the following:
|
Additional Details
Time & Frequency
- Once per day (DEFAULT)
- Alternatively, other frequencies can be configured per client request
Import Logic
The standard import logic is as follows:
- Add new records
- Update existing records that have changed
Email Notifications
The import job may be configured to send standard email notices for the following events:
- Success
- Failure
Archive and Retention
- After a successful import, the source file will be archived to a dedicated directory
- Archived files will be deleted after 14 days