From: support.desk@patech-solutions.

com
Sent: 15 March 2011 14:29
To: Elcfis Sysadmin
Subject: ELFC - IM038138 - 56499 Catalog Upload Document Number is not
populating *****DO NOT REPLY TO THIS EMAIL LOG YOUR RESPONSE VIA THE
e-SERVICE DESK***
Hi Widaad,
Don't worry about the user details.
The screen that you are using is not the correct one. It is intended for legacy
BPAs that are not Global Agreements. It doesn't even load the items directly to
the catalog but instead sends them through the PO Interface.
I believe the process below is what you need to follow. Try it in TEST first.
1. As the Catalog Administrator, click on the Catalog Agreements tab.
2. Click on the Search button and search for the BPA you need to update.
3. If your search returned more than one BPA, ensure that the one you need to up
date has the "Select" circle selected.
4. In the "Select Agreement" field at the top of the list of search results, cli
ck on the arrow and select "Update", then click on "Go".
5. You will see a list of the lines on the BPA (if it is a new one, there will b
e no lines at this point).
6. At the top of the list of lines there is a field called "Add Lines". Click o
n the arrow next to it and select "via Upload" from the list of values, then cli
ck on "Go". You may be asked to save your changes, so do so.
7. You are now in the Upload Lines form for this BPA. Select the file name of th
e catalog file for this agreement, then choose whether to submit the BPA for app
roval automatically when the load finishes, or not.
8. Click on "Submit". A standard concurrent job will run to load the catalog lin
es to the BPA. If you click on the "Upload" sub-tab (next to the "Summary" sub-t
ab at the top of the form under the "Agreements" main tab) you will be able to r
eview the results.
For the Buyer's Workbench, do this:
1. Click on the "Agreements" tab.
2. Click on the "Search" button. Search for the BPA to be updated and click on "
Go".
3. If your search returned more than one BPA, ensure that the one you need to up
date has the "Select" circle selected.
4. At the top of the list is a field called "Select Agreement". Click on the arr
ow next to it and select "Update" from the list of values, then click on "Go".
5. The BPA is displayed. Click on the "Lines" tab. At the top of the list of li
nes there is a field called "Add Lines". Click on the arrow next to it and sele
ct "via Upload" from the list of values, then click on "Go". You may be asked to
save your changes, so do so.
6. You are now in the Upload Lines form for this BPA. Select the file name of th
e catalog file for this agreement, then choose whether to submit the BPA for app
roval automatically when the load finishes, or not.
7. Click on "Submit". A standard concurrent job will run to load the catalog lin
es to the BPA. If you click on the "Upload" sub-tab (next to the "Summary" sub-t
ab at the top of the form under the "Agreements" main tab) you will be able to r
eview the results.
Try this in TEST and, if successful, in PROD.
Let me know if the issue is resolved.
Thanks and regards,
Peter Taberner
Patech Managed Services.
Customer Portal Online: http://www.patech-solutions.com/support.htm