Unable to do Bulk Update of Budget Owner in Supplier Contracts

[Frank Reay]

I need to update the Budget Owner field for a large number of Contracts. The old owner has left.

I have found the Import Supplier Contracts screen and downloaded the Template file. I have then added a unique Contract ID in the supplierContractId field and the new Budget Owner (active User ID) into the budgetOwner field. Finally saved it with new name.

When I then try to upload the csv file there is nothing. No message and no Staging Records created.

So what am I doing wrong?

[James Ainsworth]

Hi Frank,

Thanks for your post.

I've done a test to get at least one record into the staging table.  From what I can see, both the supplierContract and name fields are required.  Can you confirm if you have a value in the name field?

[Frank Reay]

Yes that did the job so thank you. However 2 points:

1. The Help guide says this

So no guidance that Name is required. Can this be updated please.

2. When I validated it looked like it had done nothing. After a few minutes I noted that refreshing the page updated the screen to Validated. The same with the import. Surely they should force an refresh of the screen?

[Frank Reay]

Also for Import Supplier Contacts (ie NOT ContRacts) the Help Guide says this:

 

But I cannot find the Supplier Contact ID in the app. I can see it in the Database Direct so do I have to run a report to give me this info for the required Contacts?

[James Ainsworth]

36 minutes ago, Frank Reay said:

I cannot find the Supplier Contact ID in the app.

If there is an existing contact within a supplier you can hover over the contact name to see the ID as part of the URL.

 

 

[Frank Reay]

Yep - I can see that. Thanks