Export SIF / XML for Vendor Order Processing

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Oct 11, 2023 by Maresa Rojas
3 min read

In certain cases, vendors may require a SIF (Supplier Information Form) or XML (eXtensible Markup Language) file to effectively process an order. This need might arise when specific manufacturers lack Web Services integration in e-manage. To address this, you can follow the steps below to export Vendor line items from e-manage into an SIF or XML format, which can then be sent to your Vendor for seamless Order Processing.

Exporting Vendor Line Items to SIF or XML Format

  1. Navigate to the Bill of Materials / Quotes Module:

    • Access the Project section and select the Bill of Materials / Quotes Module.

    • Proceed to the View Quotes tab.

     

  2. Highlight the Quote for Export:

    • Identify the Quote from which you wish to export line items.

    • Highlight this specific Quote.

  3. Select Export SIF / XML:

    • In the toolbar or menu, locate and click on the "Export SIF / XML" option.

    • From the submenu, choose the appropriate menu option. For the purpose of this example, we will select "Create a .sif File."

  4. Choose Export Type:

    • In the subsequent window, specify your Export Type. If your manufacturer isn't listed in the dropdown, you can opt for "e-manage to e-manage" as a safe selection.

  1. Select Destination for File:

    • Browse to choose the location on your local machine where you'd like to save the exported file.

    • By default, a copy of the file will also be saved in your Project Documents for reference.

  1. Specify Items to Export:

  • At this point, you have the option to export everything or only select the Vendor/Manufacturer for which you wish to export line items. In our example, we will export only the AIS product.

Additional Export Options:

  • Depending on your needs, you can select additional export options that suit your requirements.

Begin the Export Process:

  • After configuring your export preferences, select the "Export SIF" button.

  • Upload to Vendor Portal:

    • With the SIF or XML file now generated, you are ready to log in to your Vendor's portal.

    • Proceed to upload the Order Ready SIF or XML file to finalize the processing of your order with the Vendor.

If you encounter any issues or require further assistance, please don't hesitate to reach out to our support team. We are here to help you navigate the process successfully.