Linking Purchase Orders (POs) to your Plan in Allocadia allows you to compare your original bottoms up plan to your current committed spend. The Replacing POs through Import feature in Allocadia allows you to bulk replace values, streamlining the cost update process and eliminating the time that would be needed for manual entry.
Replacing POs during Imports:
- On the Import menu, when identifying Duplicate Matching Fields, select the Specific Spreadsheet Field(s) option. Allocadia recognizes duplicate entries from the PO import spreadsheet by comparing them to past PO imports
Note: The Replace existing POs with matching items checkbox is automatically selected when you use the Specific spreadsheet field(s) option.
- Check the Duplicate Matching Field checkbox next to the fields that will be used to match on.
Tip: These fields should be fields that will not change when the PO entry is updated. For example, Invoice #, Vendor, etc.
- Once you assigned all Duplicate Matching Fields, click the Next button and complete the rest of the Import process
Tip: If a duplicate is found, the values in the columns that were not set as Duplicate Matching Fields will be used to replace the PO values in Allocadia.
- After you complete the import process, you will be returned to the Home Tab. Click the Import History icon in line with the Folder, Sub-folder or Activity Plan that you imported into.
Tip: On the Past Imports Tab a detailed list of imports that were imported into that Folder, Sub-folder or Activity Plan will be displayed. Duplicates are items in the import spreadsheet that match (selected based on the duplicate matching fields) another item in the current or past import spreadsheets that are in Allocadia.
- Click the green Replaced hyperlink for your desired import.
- Review the list of replaced entries. Click the green Mapped hyperlink to view all of the POs that were imported and mapped down to the line item.