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Using the bulk process purchase orders function is an easy way to quickly change the status of multiple outstanding purchase orders.
Access this feature via the purchase order menu: Workflow > Purchase Orders > Bulk Process Purchase Orders. |
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Search Results
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From here, select a purchase order status you want to view and select a date range. Click Show to view the results. Default date range The default date range is one month but you can change the start and end date using the date picker. The Results Summary lists the total amount of purchase orders found within the selected status and date range and also breaks it down further by telling you how many were: |
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Result |
Definition |
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| Complete and Verified | Purchase orders which have all line items verified and the quantity received matches the quantity ordered. |
| Incomplete | Purchase orders where the quantity received does not match the quantity ordered. |
| Unverified | Purchase orders where the quantity received matches the quantity ordered but the line items on the purchase order have not had the Verify option ticked. |
Matching Purchase Orders
Purchase orders matching the search criteria will be shown below and will be shown grouped by business unit.
If further action is needed on a purchase order, the row will be colored as follows:
| Colour | |
|---|---|
| Red | Purchase order is incomplete and not verified |
| Grey | Purchase order is complete but not verified |
Click on the order number to open up a purchase order if you need to review it or make amendments. Once done, simply back using your browser to return to your search results.
Filter by supplier
Click on a supplier name to filter the list by supplier.
Changing the status
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Once you've made all your changes, refine your search if necessary and then use the middle section to move your orders in bulk. You can move the status up one level or more, if applicable.
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Only complete and verified purchase orders can be moved using this function. Purchase orders that are incomplete and/or not verified will need to be completed before they can be moved up a level in status.