Approving PO Lines in a Batch
If you want, you can approve PO lines in a batch. (You can also approve PO lines individually if you are already in a PO. For more information, see Approving PO Lines Individually.)
To approve PO lines in a batch
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1
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Start the Batch Approve process. |
The default location of this process is the Acquisitions\Purchase Order folder on the navigation bar.
Horizon displays every PO line that is not approved and approved PO lines with unapproved items:
If all PO lines are already approved, Horizon displays a message saying that there are no PO lines to approve. (For more information on this message, see Error Messages.)
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2
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If you want to narrow the list of PO lines that are not approved, use the steps in this table; otherwise, skip to step 3: |
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a
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Click Candidates to display the Compound Search window. |
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b
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Search for the PO lines you want to approve. |
Horizon displays the new list of PO lines that are not approved.
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3
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If you want to review the PO lines that are not approved, use the steps in this table; otherwise, skip to step 4: |
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a
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Highlight the PO lines you want to review and click Open PO. |
Horizon displays the first PO you chose.
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b
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Choose the PO line you want to review on the PO window. |
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c
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Make sure the PO line information is correct. |
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d
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Click Close on the Edit PO Line window. |
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e
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Do one of these options: |
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•
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If you want to review another PO line, repeat the steps in this table. |
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•
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If you want to approve the individual PO line, highlight the PO line, then choose PO Line, Approve. When you click OK at the list of PO lines not approved, Horizon displays messages that the PO lines have been approved. |
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•
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If you are finished reviewing the current PO, click the Close button in the upper-right corner of the PO window. If you chose to review more than one PO line from the list of PO lines not approved and the PO line is on another PO, Horizon displays the PO window with the next PO lines for you to review. Repeat the steps in this table to review the PO lines; otherwise, continue with step 4. |
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4
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At the list of PO lines that are not approved, highlight the PO lines you want to approve. |
Horizon removes the approved PO lines from the list. Depending on different factors, Horizon may display different messages. (For more information on these messages, see Error Messages.)
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