If you need to enter information that is the same for several lines on a purchase order, you can make the change for all lines at the same time. By default, you can make a batch change to the order note, internal note, or statistical class; however, you define which fields can be changed in batch by editing the “po_line” view definition. (For more information about editing views, see the “Introduction to Horizon Views” chapter of the System Administration Guide.)
You can make any changes you want to purchase orders on any of these conditions:
• | If the order is not yet approved. |
• | If you undo its PO line approval. (For more information on undoing a PO line approval, see Undoing an Approval for a PO Line.) |
• | If your passkey lets you change information. (For more information, see Editing an Approved PO Line.) |
• | Before you send it to the vendor. |
You perform this task by highlighting multiple lines in the PO window and clicking Edit.
If there are existing notes or statistical classes assigned to any of the lines, they are replaced by the ones you enter for the batch change.
To make batch changes to PO lines
1 | Open the purchase order that contains the lines you want to edit. |
2 | Choose the PO lines you want to edit. |
Horizon asks if you want to make batch changes.
3 | Click OK. |
Horizon displays the Batch Change window:
4 | Enter the information you want to enter for each line you highlighted. |
Important: Existing information is replaced by the information you enter for the batch change.
5 | Save your changes. |
Horizon copies the changes to each line you highlighted.
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