Import purchase requisitions

Import purchase requisitions

With Fairmarkit, you can import your purchase requisitions from your purchasing application to Fairmarkit. Once imported, a new draft request for quote event is created. You can access your events from the Draft tab on the events lists. For more information, see Events.

Purchase requisition data

The following table outlines the column headers you will need to create when you import your purchase requisitions into Fairmarkit. The *required fields are marked.

Template: Make sure you have the latest version of the flat file template (view | download CSV file).

Fairmarkit field

Header

Description

*

Requisition ID

requisition_id

Purchase requisition ID from your purchasing application

Data type: Text

Example: R1000

Requisition Title

requisition_title

Purchase requisition title. This title will display in Fairmarkit and defaults to the first line item title.

Data type: Text

Example: Req for FMKT

Line Number

line_number

Line number or order of the line item.

Data type: Text

Example: 1

*

Item Title

item_title

Item name.

Data type: Text

Example: coffee beans

Item Identifier

item_identifier

Unique identifier for the line item in your purchasing application, if it exists.

Data type: Text

Example: G123

Note: This data is preserved when exported from Fairmarkit.

Buyer Email

buyer_email

Buyer's email. Fairmarkit does not validate the email. This value is used to assign request for quote events in Fairmarkit.

Data type: Text

Example: [email protected]

Buyer Code

buyer_code

Buyer's ID in your purchasing application. The ID can be used as an alternative to the Buyer Email, but a mapping will need to be provided.

Data type: Text

Example: buyer.example

Currency

currency

Purchase requisition currency. This should be the three letter currency code.

Default: USD

Data type: Text

Example: USD

*

Quantity

quantity

Item quantity. This is assumed to be an integer.

Data type: Text

Example: 1

UOM

uom

Unit of measure of the item.

Default: Each

Data type: Text

Example: Each

Accepted values: Fairmarkit defined values; For more information, see Available UOMs.

Note: Custom mapping is available. For more information, contact your technical architect.

Benchmark Supplier ID

benchmark_supplier_id

Benchmark supplier ID.

Data type: Text

Example: S1002

Benchmark Supplier Title

benchmark_supplier_title

Benchmark supplier name. This can be a name, title, entity, or description.

Data type: Text

Example: Charlie's Convenience Store

Benchmark Price (Per Unit)

benchmark_price_per_unit

Benchmark price per unit. This is internal to your company. Presumably in your currency and UOM for the item.

Data type: Text

Example: 10.00

Internal Part Number

internal_part_number

Your organization's part number for the item. This value is entered at your discretion.

Data type: Text

Example: IPN100

Manufacturer

manufacturer

Manufacturer of the line item.

Data type: Text

Example: Local Co

Manufacturer Part Number

manufacturer_part_number

Manufacturer part number of the line item.

Data type: Text

Example: 900

UNSPSC

unspsc

Standard 8 digit UNSPSC code for the item or requested service.

Data type: Text

Example: 50201706

Start Date

start_date

Start date for the line item. Typically used for services, leases, and software subscriptions and licenses.

Data type: Text

Example: 2022-07-20

End Date

end_date

End date for the line item. Typically used for services, leases, and software subscriptions and licenses.

Data type: Text

Example: 2022-07-27

Buyer Line Comment

buyer_line_comment

Line item comments from you (buyer) to the suppliers.

Data type: Text

Example: We'll need your best coffee

Item Kind

item_kind

Line item type. For more information, see 3. Add items or services.

Default: Item

Data type: Text

Example: Item

Accepted values

Group Item Title

group_item_title

When Item Kind is Group, the name of the group.

Data type: Text

Example: Coffee Supplies

Group Item Id

group_item_id

When Item Kind is Group, an optional key.

Data type: Text

Example: 123

Requester

requester

Name of requester. This could be an entity. This value is at discretion of buyer company.

Data type: Text

Example: John Smith

Preferred Delivery Date

preferred_delivery_date

The date when the line items are needed. This date is the preference used when defining shipping time lines and scheduling services.

Data type: Text

Example: 2022-07-20

Shipping Type

shipping_type

Preferred shipping method. This value is selected from a list and does not default.

Data type: Text

Example: Ground

Shipping Carrier

shipping_carrier

Preferred shipping carrier. This value is selected from a list and does not default.

Data type: Text

Example: USPS

Address1

shipping_address_address1

Shipping address - first line.

Data type: Text

Example: 27 School St

Address2

shipping_address_address2

Shipping address - second line.

Data type: Text

Example: STE 400

City

shipping_address_city

Shipping address city.

Data type: Text

Example: Boston

State

shipping_address_state

Shipping address state.

Data type: Text

Example: MA

Zip

shipping_address_zip

Shipping address zip code.

Data type: Text

Example: 02108

Country

shipping_address_country

Shipping address country.

Data type: Text

Example: US

Requisition Internal Comment

internal_notes

Notes about the event. This is internal to your company. Multiple notes are concatenated into a long string. This correlates to the Internal Notes in the Fairmarkit user interface.

Data type: Text

Example: Get medium roast

Requisition Note to Supplier

note_to_supplier

Add additional information and communication about the event with all invited suppliers. This correlates to the Notes to Suppliers in the Fairmarkit user interface.

Data type: Text

Example: Please leave on doorstep

Urgency

urgency

Let suppliers know the urgency of the event.

Default: Normal

Data type: Text

Example: Normal

Accepted values

Business Unit

business_unit

Business unit.

Data type: Text

Example: Sales

Client Company

client_company

Client company.

Data type: Text

Example: Cameron's Consulting Agency

Category

category

Category as defined in your purchasing application.

Data type: Text

Example: Supplies

Category ID

category_id

Category ID.

Data type: Text

Example: 1001

Subcategory

subcategory

Subcategory.

Data type: Text

Example: Coffee

Subcategory ID

subcategory_id

Subcategory ID.

Data type: Text

Example: 23

ERP System

erp_system

Your purchasing application. When entered, it will override the system level settings.

Data type: Text

Example: SAP Ariba

Requisition Import Status

requisition_import_status

Event status of your imported purchase requisition. This will override the initial event status. With Skip, the line will not be imported.

Default: Draft

Data type: Text

Example: Draft

Accepted values

Requisition Tag XXX

requisition_tag_XXX

Requisition tag. Replace XXX with your value. For example, add plant for requisition_tag_plant. This adds a cosmetic item to the event in the user interface.

Data type: Text

Example: C08

Line Item Meta Tag XXX

line_item_meta_tag_XXX

In the user interface, this value translates to Internal Tags. Replace XXX with your tag key. The row value is used as the tag value.

Data type: Text

Example: Account1000

Additional Info XXX

additional_info_XXX

Additional information. Add any other data that is necessary to attach to the line item and send back to your purchasing application.

Data type: Text

Example: G776

Closes At Date

closes_at_date

Closes at date. This date supersedes closes_days.

Default: next business day

Data type: Text

Example: 2022-07-20

Days until close

closes_days

The number of business days until the event closes.

Data type: Int

Example: 2

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