Mass changing procurement templates

  1. Select Lists And Processes > Create Purchasing Processes > Procurement Template Mass Change.
  2. In the Main section, specify this information.
    Procurement Group
    Select a procurement group. A procurement group is a group of companies that share a common procurement effort. They buy items and services together.
    Participants
    Select up to six participant records. Only templates that are assigned to the specified participants are affected by the mass change.
    Note: If multiple participant records exist on a template and only one participant is selected, the template still becomes part of the mass change. This is assuming that all other criteria match. In other words, only one participant record must match.
  3. In the Change Template section, specify this information:
    All Templates
    If Yes is selected, then all template references that are defined in Procurement Templates are associated. If No is selected, then only the specified template reference is associated.
    Template Ref
    Select up to six template references.
  4. In the Change Field section, specify this information:
    Item
    Select an item to change in procurement template.
    Service/Special Item
    Provide a description for service or special items.
    New From Company
    Select a company number.
    New Distribution Account
    Specify a distribution account.
    From Location
    Select a from location.
    UOM
    Select a UOM for the selected item.
    Quantity
    Specify a new quantity for the item.
    Service Code
    Select whether services are invoiced by quantity or amount for service type items.
  5. Click OK.