This video highlights an enhancement to the PO Report Detail tab that allows users to bulk edit Acknowledgement Numbers, Acknowledgement Dates, and ETAs. It demonstrates how the bulk edit functionality respects any active filters, ensuring only the currently displayed purchase orders are updated. This enables faster, more efficient updates across multiple records while maintaining precise control over which POs are modified.
SOP: Bulk Edit Acknowledgement Numbers, Acknowledgement Dates, and ETAs on Purchase Orders
Objective
This SOP explains how to bulk update Purchase Orders from the PO Report Detail tab by editing Acknowledgement Numbers, Acknowledgement Dates, and ETAs. It is designed to help users update multiple records quickly while controlling exactly which fields and purchase orders are changed.
Key Steps
Open the PO Report Detail tab and filter the Purchase Orders 0:11
Navigate to the PO Report and open the Details tab.
Use the filters at the top of the screen to narrow the list to only the Purchase Orders you want to update.
Confirm the filtered results before making any changes so you only affect the intended records.
2. Open the Bulk Edit menu 0:19
Click the Bulk Edit button.
This opens the bulk edit menu for the selected Purchase Orders.
Review the available fields before entering any data.
3. Enter the fields you want to update 0:19
In the bulk edit menu, enter or select the values you want to apply:
ETA
Acknowledgement Number
Acknowledgement Date
You do not need to complete every field.
Only enter the fields you want updated for the selected Purchase Orders.
4. Clear any field you do not want to keep 0:34
If you need to remove a value before saving, use the appropriate Clear option.
Example: click Clear ETA to remove the ETA value from the bulk edit form.
Verify the form contains only the information you want applied.
5. Save the bulk edit changes 0:51
Click Save once all desired values are entered.
Review the confirmation message showing how many items will be updated.
If the count is correct, confirm the action by selecting Yes.
6. Verify the Purchase Orders were updated 1:02
After confirmation, check the selected Purchase Orders to ensure the changes were applied.
Confirm that the ETA, Acknowledgement Number, and/or Acknowledgement Date now display the updated values.
If needed, repeat the process for additional filtered Purchase Orders.
Cautionary Notes
Only bulk edit Purchase Orders after confirming the filter results are correct.
The Save action may affect multiple records at once, so always review the update count before confirming.
Be careful when using Clear options, as they remove values from the bulk edit form before saving.
Double-check that the correct fields are populated, since not every field is required for each bulk edit.
Tips for Efficiency
Use filters first to reduce the list to only the Purchase Orders you need.
Enter only the fields that require updates to save time.
Review the confirmation count before clicking Yes to avoid unintended changes.
Use bulk edit for repetitive updates to multiple Purchase Orders instead of editing records one by one.