Mass Change Item Assignments (tcibd0204m000)

Use this session to define or change assignments for a large number of items at once. For example, you can reassign a range of items from buyer Clarke to buyer Frydman, or you can assign all the items that are not assigned to a buyer to buyer Frydman.

For ranges of item groups and items you can change these assignments:

Specifying the item selection

LN changes the assignments for the items that answer all the selection criteria.

For example, if you select to change the buyer, LN changes the buyer assignment for the items that meet all of these criteria:

  • The items are assigned to the buyer that you select in the Source field or, if you leave the Source field blank, the items that are not assigned to a buyer.
  • The items belong to the specified item group range.
  • The items are ordered from the specified range of buy-from business partners.
  • The items have a planner in the specified planner range.
  • The items have an item code in the specified item code range.

Items in the selection range that do not have the buyer, planner, shop floor planner, or routing group assignment specified in the Source field remain unchanged. This also applies if you leave the Source field blank. In other words, if you want to assign all the unassigned items to a buyer or planner by leaving the Source field blank, all the items in the selected item range that are already assigned to a buyer or planner remain unchanged.

Updating the tables

LN always updates a number of specific tables for each type of assignment change.

You can select additional tables that LN must also update in the Update Options area, or you can select the Update All Records check box to update all the additional tables.

See Mass change of item assignments for a list of the tables that must be changed and that can optionally be changed for each type of assignment change.

To make the changes:

  • Enter the data and click Change on the current tab.

To report the changes:

  • Select the Print Changes check box to print a report of the changed records.

 

Change
Mass Change for

The type of assignent that you want to change.

Buyer
Source

The buyer that you want to change into the target buyer. To assign unassigned items to a buyer, leave this field blank.

Note

Items in the selection range that have a different buyer are not changed. If you leave this field blank, items already assigned to a buyer remain unchanged.

Target

The new buyer of the selected items.

Planner
Source

The planner that you want to change to the target planner. To assign unassigned items to a planner, leave this field blank.

Note

Items in the selection range that have a different planner are not changed. If you leave this field blank, items already assigned to a planner remain unchanged.

Target

The new planner of the selected items.

Shop Floor Planner
Source

The shop floor planner that you want to change to the target shop floor planner. To assign unassigned items to a shop floor planner, leave this field blank.

Note

Items in the selection range that have a different shop floor planner are not changed. If you leave this field blank, items already assigned to a shop floor planner remain unchanged.

Target

The new shop floor planner of the selected items.

Routing Group
Source

The routing group that you want to change to the target routing group. To assign unassigned items to a routing group, leave this field blank.

Note

Items in the selection range that have a different routing group are not changed. If you leave this field blank, items already assigned to a routing group remain unchanged.

Target

The new routing group of the selected items.

Update Options
Update All Records

Select this check box to update all the tables displayed in the Update Options area.

Item Group Purchase Default

Select this check box to update the relevant records of the table.

Purchase Schedules

Select this check box to update the relevant records of the table.

Requests for Quotation

Select this check box to update the relevant records of the table.

Purchase Orders

Select this check box to update the relevant records of the table.

Purchase Contracts

Select this check box to update the relevant records of the table.

Purchase Order Advices

Select this check box to update the relevant records of the table.

Production Orders

Select this check box to update the relevant records of the table.

Plan Item Default

Select this check box to update the relevant records of the table.

Item Ordering Default

Select this check box to update the relevant records of the table.

Print Options
Print Changes

Select this check box to print a report of the changed records.

Item Selection
Item Group
Buyer

The employee of your company who is the contact to the concerned buy-from business partner. The buyer is also known as the purchasing agent.

Buy-from Business Partner
Planner

The employee or department responsible for planning the production, purchase and distribution of items. The planner takes into account the inventory levels, availability of materials, and capacities of resources, and reacts on signals such as rescheduling messages that LN generates.

Shop Floor Planner
Routing Group

 

Change

Makes the designated changes.

Clear

Clears the input fields on the current tab.