How to Create Procurement Agent in Bulk or using REST API
How to Create Procurement Agent in Bulk or using REST API
Step1: Identify the User for which you want to Create/Assign the procurement Agent.
Step2: Identify the Business Units you want to Assign to the Procurement Agent.
Step3: Use the Below query to get the Agent ID which is nothing but the Person ID from the Query and the Business Unit ID which is needed for creating the Procurement Agent.
SELECT U.USERNAME,U.PERSON_ID,B.BU_ID,B.BU_NAME FROM PER_USERS U,FUN_ALL_BUSINESS_UNITS_V B |
WHERE USERNAME IN (:UserID) |
--AND B.BU_NAME IN (:BusinessUnit_Name) |
AND NOT EXISTS (SELECT 'X' FROM PO_AGENT_ASSIGNMENTS A |
WHERE A.AGENT_ID = U.PERSON_ID |
AND B.BU_ID = A.PRC_BU_ID ) |
Step4: Download the Macro File attached to this and follow the instruction given in the Instruction Sheet.
Procurement Agent
Step5: Populate the data in the ProcurementAgent sheet. Sample data is there, make sure to use the static values as per the specified format and all the fields need to be in TEXT format.
Step6: Click on the Create Procurement Agent button and see the Results sheet to view your results and errors.
Procurement Agent
Step5: Populate the data in the ProcurementAgent sheet. Sample data is there, make sure to use the static values as per the specified format and all the fields need to be in TEXT format.
Step6: Click on the Create Procurement Agent button and see the Results sheet to view your results and errors.
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