The Purchase Orders Group Editing program is a program that should be used with caution. This allows you to change certain values for selected POs simultaneously. As long as you're careful, this is a good timesaving device if you need to make the same changes to several POs. For example, maybe you need to change the Expected Arrival Date for several POs. This program enables you to do that quickly and efficiently.
To access the Purchase Orders Group Editing program:
From the [i] Merchant Main Menu, select Tools-Administration-Database Management-Global Edits-Globally Edit PO Items. This calls up the Find PO Detail for Global Editing window.
From this screen, select the list of POs for which you want to make a global edit. For information on how to find records, please click here.
Once you've run your search, a list of PO records will appear in the grid at the bottom of the screen. You can either edit all of the POs in the list or you can highlight a select few and edit those.
With the desired POs highlighted (or if you want to edit all of the POs in the list), click on the Global Edit toolbar icon. This calls up a dialogue box, which asks whether or not you want to edit all of the POs in the list or just the POs you have highlighted. Press Yes if you want to edit the entire list, and No if you only want to edit the POs you have highlighted.
Once you make the selection that determines which POs you want to edit, the Global edit - Select properties to change window appears. This is where you will determine what fields to globally change for the selected POs.
The window displays a list of fields, beneath the heading "Select properties." Simply place a check mark in the boxes to the left of the fields you want to change for the selected POs. BE VERY CAREFUL HERE. Anything you change here will be applied only to the PO itself, and not other parts of [i] Merchant.
Once you have checked the desired fields, click on the "Next - Enter new values for fields selected" button at the bottom of the window. (If you click on "Quit - exit the global editing process" button, you will close out of the window without having done anything.)
This calls up the Global edit - Enter values to assign window. This is where you will assign values to the fields you want to edit. Whichever fields you checked back at the last window will appear here. Simply choose what values you want to assign to these fields for the selected POs. Some of these fields may be code-driven. Others may be free-form. Either way, select the appropriate values and/or codes for these fields.
Once you've assigned the appropriate values for the fields, and you are ready to do the global edit, click on the "Next - Update records selected" button at the bottom of the screen. (Clicking on the "Previous - select fields to update" button will return you to the previous screen where you can redefine which fields you want to edit. Clicking on the "Quit - exit the global editing process" button will abort the process altogether.)
If you click on the "Next - Update records selected" button, a dialogue box will appear, informing you of the update you are about to perform. It asks if you want to proceed or not. If you do, click on "Yes." An Update Process box appears, giving a running update of the the progress. When it's finished, a new box will appear, and you simply need to click "OK."
That's it. The global edit has been done, and whatever changes you made will immediately take effect for the POs you selected.