How do I import service requisitions?

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FAQ KB0396888

Question

How do I import parent and child service lines via requisition import?

Solution

To import requisitions via CSV, you will need to import two CSV files using the task Import Requisitions:

File Name	Column Names
`RequisitionHeader.csv`	IsServiceRequisition
`RequisitionDetail.csv`	ParentLineNumber,ExpectedAmount,MaximumAmount,RequiresServiceEntry,ServiceEndDate,ServiceStartDate,ServiceChild

For service requistions, fill out the fields as follows:

File name	Column name	Value to set
`RequisitionHeader.csv`	IsServiceRequisition	This field specifies if the imported requisition is a service requisition or not. Set this to TRUE.
`RequisitionDetail.csv`	ServiceChild	Set this to TRUE for child lines and FALSE for parent lines.
`RequisitionDetail.csv`	ParentLineNumber	This establishes the link between parent line and child lines. Specify the line number of the parent line for each of the child lines you import. Keep this empty for parent lines.

Additional Information

This requires the feature toggle ImportServiceRequisition.

Additionally, we do not support importing service requisitions via Excel file (under Create > Requisition > Upload Requisition) at this time; this task is the only way to import service requisitions.

Applies To

Purchasing > Requisitioning > Requisition Import/Export