Supplier Confirmation by Excel Upload
This manual describes the process for Order acceptance by Contract Manufacturers using Excel Download/Upload in TPSynergy application.
Step 1 Login Screen in TPSynergy application
Enter User Name and Password in the respective fields and click Submit button.
Step 2
Under Sales----->Uploads/Downloads--->Template Downloads (Sell) ---->click Orders Template Downloads
Step 3
Orders Template Download screen opens up. Select New in Schedule Status field and click Search & Download button.
Step 6
Enter the value Accept in the Action column AR in Excel sheet and save the file to your local computer without changing the name.
Step 7
Alternatively, you can also add additional filters like entering values in Order Number From and Order Number To fields or enter values in other fields and click Search&Download
Step 8
A Message box appears asking to save the file. Click OK. The excel file will be downloaded to the local computer and saved. Do not change the file name.
Step 9
Enter "Accept" in column AR in Excel sheet under Action field. Save the file without changing the name on your local computer. Close the file.
Step 10
Under Sales--->Uploads / Downloads (Sell)---->Uploads (Sell)--->click Orders Update Upload
Step 14
Click Upload button. A message appears briefly showing File is being uploaded . Then confirmation box shows Success. Click Ok. In the background, the table is populated with the Excel data uploaded.
Step 15
Click Validate button. A message box showing Performing Actions opens up briefly indicating validations is being performed. Then Validate button becomes disabled showing validation success Click Submit.
Step 16
A message shows briefly Performing Actions and the message box showing success pops up. Click Ok.
Step 17
Click Standard SalesOrders. The screen opens up. Enter Order number in the Order Number from and Order Number to fields and click the Search button. The order shows in the Accepted status in the Status Summary pane.