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If any job orders you bulk assign to a purchase order are already assigned to another purchase order, those job orders will be reassigned to the new purchase order. Historic spend remains allocated against the original purchase order and future spend will be allocated against the new purchase order.

If a job order has been invoiced against the wrong purchase order, and you want the spend history to be reassigned to the new purchase order, you must also reassign the relevant closed invoice items to the new purchase order (for more information, see Assigning/Reassigning Closed Invoice Items to Purchase Orders).

To bulk assign job orders to a debtor purchase order, find and open the relevant Debtor record in the Debtor Entry screen and follow the procedure below.

How to Bulk Assign Job Orders to a Debtor Purchase Order

Click the Purchase Orders tab.

The Purchase Orders tab is activated

2.

In the list of the debtor's purchase orders on the Purchase Orders tab, locate the purchase order to which you want to bulk assign job orders and click the View button next at the start of the row where the relevant purchase order is listed.

The details of the purchase order are displayed in the Purchase Order Details screen.

3.

Click the Job Orders tab.

The Job Orders tab is activated.

4.

Click Add.

The Assign Job Orders screen opens.

5.

In the search header of the Assign Job Orders screen, key in or select search criteria that will help you find the specific job orders that you want to assign to the purchase order.

Alternatively, skip this step if you want to find all job orders that are linked to the debtor.

6.

Click Search.

A list of job orders are displayed on the Assign Job Orders screen. The listed job orders include job orders that:

  • are linked to the debtor who owns the purchase order

  • meet your search criteria

  • have a start date that falls on or after the start date of the purchase order or that have no start date (i.e. permanent job orders)

  • have an end date that falls on or before the end date of the purchase order or that have no end date (i.e. permanent job orders), if the the PO Must Span Job Duration option is ticked on the purchase order.

7.

In the search results list, tick the checkbox next to each job order that you want to assign to the purchase order. Alternatively, tick the checkbox at the top of the list to select and assign all of the listed job orders.

8.

Click OK.

A message is displayed, prompting you to confirm the assignment of the selected job orders to the purchase order.

9.

Click Yes to assign the selected job order(s) to the purchase order.

The confirmation message and the Assign Job Orders screen close. The job orders you selected are assigned to the purchase order and are listed on the Job Orders tab of the Purchase Order Details screen.

10.

Click Save.

The changes you have made to the purchase order are saved and the Purchase Order Details screen closes.