Setting up purchasing organizations

The purchasing organization data defines a purchasing organization and hierarchy, which is used in reporting. Set up purchasing organizations during system configuration and update as necessary to reflect ongoing changes.

Before you begin

Download the following CSV template and enter your company's data. Verify that all the required values are entered.

CSV template link: Envizi-SCI-master-Purchasing organization.csv
Important: If you use Microsoft Excel to edit the CSV file, verify that you save it in the UTF-8 CSV file format. If you do not save the CSV file in the UTF-8 format, some special characters may be skipped or incorrectly interpreted during the data import process.

The following table outlines the required headers and associated information for preparing the CSV file. You have the flexibility to ignore recommended and optional values, as needed.

Table 1. Purchasing organization CSV template headers
Column header Requirement Sample Description
Organization ID Required LightTree 1 Unique identifier for an organization.
Organization name Required (UI) LightTree division 1 Descriptive name of the organization.
Organization L1 ID Required LT-Americas Unique identifier for the top level organization hierarchy.
Note: If no specific value is known or required, use 'All'.
Organization L2 ID Required LT-US Unique identifier for the second level organization hierarchy.
Note: If no specific value is known or required, use 'All'.
Organization L3 ID Required LT-South Unique identifier for the third level organization hierarchy.
Note: If no specific value is known or required, use 'All'.

Procedure

  1. From the side navigation menu, select Data management.
  2. On the Data management, select Import data.
  3. Click Add file and upload the Envizi-SCI-master-Purchasing organization.csv file.
  4. From the list of data mappings, select Master data - Purchasing organization (masterDataPurchasingOrganization).
  5. Optional: If your CSV file includes additional delimiters such as comma (,), colon (:), semicolon (;), or pipe (|), select the appropriate option from the Delimiter list to ensure the structured data is read correctly.
  6. Click Next and review the information.
  7. Click Import.
    The following message appears.

    New import job created Job {Job ID} has been successfully created.

    You might notice that uploading a single file results in the creation of multiple jobs in the Job Manager. This occurs because the mapping is linked to multiple business objects, which in turn triggers the submission of multiple jobs. To confirm that the upload completed successfully, you must verify that each job is completed without any errors.

  8. See the status of your import job on the Job Management page.
    Note: Depending on the size of the file, the import process might take some time to complete.

    If the status of your import job is Completed, then your data import job is successful.

    If the status of your import job shows CompletedWithErrors or Rejected,complete the following steps:
    1. Click the Job ID and check the errors in the Job details section.
    2. If errors are listed, then correct the highlighted errors in your CSV file and upload it again.
    3. If errors are not listed, then click Retry the import and check the status after a brief period.