Bulk Loading Concepts
If unfamiliar with Concepts in Purchase to Pay, please refer to this article first - P2P&I - Managing Concepts
Once a Concept has been defined it can be populated with products and associated with units by bulk loading data into Purchase to Pay.
If it is possible to export the relevant information from a back-office system, this can greatly reduce the setup effort for Concepts.
Each Concepts file loaded can reference one or more Concept but for each Concept referenced the file is assumed to contain a complete list of the sites or products for that Concept. A Concept can be un-linked from all sites or products by including a record referring the concept but omitting the optional fields.
Concepts files will be in CSV format - see specification tables below along with examples at the end of this article.
Please follow this link to see a full list of articles covering the creation of other CSV files that can be loaded to Purchase to Pay - P2P&I - Purchase to Pay CSV Specification - Contents Page
Concept Units File Format
| Field | M/O | Column | Notes |
|---|---|---|---|
| Record Type | M | A | "CLU" |
| Concept Code | M | B | |
| Unit Code | O | C | If blank, all units will be cleared from the specified Concept |
Concept Products File Format
| Field | M/O | Column | Notes |
|---|---|---|---|
| Record Type | M | A | "CLP" |
| Concept Code | M | B | |
| Supplier Code | O | C | If any of these fields are blank all products will be cleared from the specified Concept |
| Catalogue Code | O | D | |
| Product Code | O | E |
- Go to Send under the Messages section on the left-side menu
Fig.1 - The Send option on the left-side menu
- From the Document Type drop-down select Concept Load - Products or Concept Load – Units as appropriate
Fig.2 - The two different Concepts file types to choose from
- Browse to the required file and select Upload
Shortly afterwards a notification email will be sent confirming what changes have been made or reporting any issues.
Example Concept Unit Load
CLU,CON001,S999
CLU,CON002,S888
CLU,CON002,S555
CLU,CON003,S555
Example Concept Product Load
CLP,CON001,SupAAA,CAT111,PROD11
CLP,CON002,SupAAA,CAT111,PROD12
CLP,CON001,SupAAA,CAT222,PROD22
CLP,CON001,SupBBB,CAT333,PROD33
CLP,CON001,SupCCC,CAT333,PROD33
CLP,CON003
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