The Wizard provides for the user to enter certain data directly into the worksheet and download the sites and/or sites which meets this entered criteria.
The following data can be used in the worksheet to define the records:
•Supplier Name
•Supplier Number
•Supplier ID
•Taxpayer ID
•Site Name
On your worksheet enter values in the appropriate column(s), as indicated above, to define the records to be downloaded.
Note- All of the criteria must be on the same line. Where multiple columns are entered then only records which are true for all criteria will be downloaded into your workbook.
When using the ‘Download via sheet’ option in the Wizard, the ‘Default Values’ row (Row 10) is not used.
Select the ‘Download’ icon and select ‘Download via sheet’ button on the ribbon.
Records will be downloaded into your worksheet based on the criteria entered on your worksheet.
Business Classifications Note:
When a download is undertaken, the ‘Classification Type’ of ‘Woman Owned’ and ‘Small Business’ are downloaded regardless of the ‘Status Bus Class’ (Pending or Approved).
The ‘Minority Type’ can also only be changed if the status is Approved. The update will be ignored if the status is Pending (as there is no Classification Id against this record).
