Purchase Order Items (POIB)

Purchase Order Sample Text File

Purchase Order Items - Table bPOIB

Columns that are typically used for importing are in yellow

Column Name

Type

Importable

Default Available

Length & Scale

Required

Comments

Co

bCompany

Yes

Yes

### - 0 to 999

yes

PO Company number.Must exist in HQCO.

Mth

bMonth

No

Yes

MM/YY

yes

Viewpoint import will set the month to be the same as the header.

BatchId

bBatchID

No

Yes

##########

yes

Viewpoint Import will create next BatchId.

BatchSeq

int

No

Yes

##########

yes

Viewpoint Import will always generate the next Batch Sequence.

POItem

smallint

Yes

Yes

###

yes

Unique number identifying the line for this invoice.

BatchTransType

char

No

Yes

1 Character

yes

Viewpoint Import Default will always set this value to "A" for additions.

LineType

tinyint

Yes

Yes

#

yes

Specify the line type: 1=Job, 2=Inventory, 3=Expense, 4=Equipment, 5=Work Order

PostToCo

bCompany

Yes

Yes

### - 0 to 999

No

Viewpoint Job Cost, EM, or Inventory company in which job/phase/cost type, equipment, or material/location information for this invoice item must be valid, and where expense posts.

JCCo

Used for processing within Vista™ by Viewpoint, but not used for imports.

Job

bJob

Yes

Yes

10 Characters

no

Viewpoint job to be charged for this invoice item

PhaseGroup

bGroup

Yes

Yes

###

no

Phase Group used to qualify the job/phase/cost type information.Pulled from bHQCO based on JC Co#.

Phase

bPhase

Yes

Yes

20 Characters

no

Viewpoint phase to for this invoice item.

JCCType

bJCCType

Yes

Yes

###

no

Viewpoint Job Cost cost type for this invoice item.

EMCo

Used for processing within Vista software, but not used for imports.

WO

bWO

Yes

Yes

##########.##

no

Viewpoint work order (as set up in EM Work Orders) to which this invoice item applies.Line type must be set to 5 for WO.

WOItem

bItem

Yes

Yes

#####

no

Viewpoint work order item to which this invoice item applies.

Equip

bEquip

Yes

Yes

10 Characters

no

Viewpoint equipment (from EM Equipment) for this invoice item.

EMGroup

bGroup

Yes

Yes

###

no

EM Group used to qualify the work order/equipment information.Pulled from bHQCO based on EM Co#.

CostCode

bCostCode

Yes

Yes

10 Characters

no

Viewpoint equipment cost code (as defined in EM Cost Codes) for this invoice item.

EMCType

bEMCType

Yes

Yes

###

no

Viewpoint equipment cost type (as defined in EM Cost Types) for this invoice item.

CompType

varchar

Yes

Yes

10 Characters

no

Viewpoint component type (from EM Component Types) for the equipment, if applicable.

Component

varchar

Yes

Yes

10 Characters

no

Viewpoint component for the equipment information.

INCo

Used for processing within Vista™ by Viewpoint, but not used for imports.

Loc

bLoc

Yes

Yes

##########.###

no

Inventory location for which this material was purchased. Location must be set up in Viewpoint IN Location Setup, and material must be assigned to this location in IN Materials.

MatlGroup

bGroup

Yes

Yes

###

no

Material Group used to qualify the material information.Pulled from bHQCO based on IN Co#.

Material

bMatl

Yes

Yes

20 Characters

no

Viewpoint material for this invoice item.

GLCo

bCompany

Yes

Yes

### - 0 to 999

yes

Viewpoint GL company for this invoice item.

GLAcct

bGLAcct

Yes

Yes

20 Characters

yes

Viewpoint GL account for this invoice item.

Description

bDesc

Yes

No

30 Characters

no

Description of this invoice item.

UM

bUM

Yes

Yes

3 Characters

no

valid unit of measure for this invoice item. LS (lump sum), Units, Unit Cost, and ECM are skipped.

Units

bUnits

Yes

No

##########.###

yes

Number of units for this invoice item.

UnitCost

bUnitCost

Yes

No

##########.#####

yes

Cost per unit for this invoice item.

ECM

bECM

Yes

Yes

1 Character

no

Qualifies the unit cost.
 "E" =per each
 "C" = per hundred
 "M" = per thousand.

GrossAmt

bDollar

Yes

No

##########.##

yes

Total amount for this invoice item.

MiscAmt

bDollar

Yes

No

##########.##

yes

Freight or other miscellaneous charges. If you enter Y in the Inc field (MiscYN), the amount entered here will be included in this line’s total. However, this amount is not included when taxes, discounts, or retainage are calculated for this line.

MiscYN

bYN

Yes

Yes

1 Character

yes

Freight/Misc amount (MiscAmt) is to be included in the invoice line total.

TaxCode

bTaxCode

Yes

Yes

10 Characters

no

Viewpoint tax code (HQ Tax Codes) for this invoice item.

TaxType

tinyint

Yes

Yes

#

no

Viewpoint tax type for this item where 1 = Sales Tax, 2 = Use Tax, and 3=VAT

Notes

bNotes

Yes

No

Text

no

Note column

Table Guidelines

The definition of each of the table’s columns is outlined below.

  • Column Name – The name of the column/field in the database table.

  • Type – The column’s SQL data type. Types starting with a “b” are Viewpoint defined data types.

  • Importable – The field is available for import.

  • Default Available – Indicated if a programmatic default value is available for this field. Defaults use the same logic as a posting program to determine a value.

  • Length and Scale – Indicates the format of the field.

  • Required – Indicates if the data is required.

    A hard coded default value can be specified in IM Template; when importing files this value overwrites the imported value.

    Note:

    Use the Template Detail tab in the IM Template form to add any additional fields for importing.