Making procurement template mass changes

Procurement templates let you order frequently used items quickly and easily. You define procurement templates using Procurement Templates (PO15.1). To make mass changes to a procurement template, perform the following procedure.

To mass change a procurement template

  1. Access Procurement Template Mass Changes (PO115).
  2. Type a job name and description for the mass change.
  3. Select a procurement group and template details. Use the following guidelines to enter field values.
    Participants

    Select up to six participant records. Only templates assigned to the specified participants are affected by the mass change.

    If multiple participant records exist on a template and only one of the participants is specified, the template still becomes part of the mass change (if all other criteria match). In other words, only one participant record needs to match.

    All Templates

    Select whether all templates for the specified procurement group are to be reviewed when making mass changes.

    Template Ref

    If you do not select All Templates, you can enter up to six template references. Changes specified on the Change Field tab or Item Change tab will be made to the templates listed.

    Item

    To specify changes at the field level using the Change Field tab, you must type an item name. If you specify an item, you are unable to make changes via the Item Change tab.

  4. If you entered an item on the Main tab, select the Change Field tab to indicate the field you want to change.
  5. Select one field from the Change Field list and enter the new value for that field. Enter a description, if needed.
  6. Submit the changes to update the affected templates.
  7. If you did not specify changes on the Change Field tab, select the Item Change tab.
  8. Enter criteria for item changes. Use the following guidelines to enter field values.
    Replace Item A with Item B

    If you want to perform a mass replace of one item (Item A field) with another (Item B field) they must be the same item type ( both item master or both service).

    Add Item A

    You can select to add Item A to all templates or to add Item A only where the value in the Item B field exists. You can only perform one of these options.

    Quantity

    To perform a mass change to the Quantity field, you must enter a unit of measure (UOM).

Related reports and inquiries

To Run
View all procurement template references that have a specific item, along with the related line number, service code, unit of measure, and quantity Procurement Template Item Lookup (PO45.1)