Translate

Tuesday, May 28, 2013

PO Mass Cancel

Purchase Order mass Cancel:


Login to the application using the username/password combination cbaker/welcome and then navigate to the responsibility Purchasing Vision Operations USA. Go to the Purchase Orders form and create and approve a new PO as shown in the following screenshot :


Use the Tools->Copy option to copy this PO to a new PO as seen below :


Click Ok to confirm the copy is initiated.


A popup message will appear confirming that a new PO has been created and showing the new document number.


The newly created PO will appear in the Purchase Orders form. Approve the PO as shown below :


Now that the two POs are approved, navigate to the Define MassCancel form. Choose a batch name and select the document type as Purchase Orders from the LOV. Specify a creation date range for documents to be selected. The following screenshot shows the correct settings to cancel the POs :



Specify a range of account combinations that will be considered for cancelation. This can be used to limit POs to be canceled but for the purposes of this testcase, set the ranges as shown below :


Click the Create Batch button and this will trigger a concurrent program :


Go to the Requests form and view the output of the submitted define masscancel program. The program output shows that the two POs created earlier have been selected for cancelation as they fit the selection criteria defined in the masscancel batch. The report output is shown below :


Now navigate to the Run MassCancel form and query the batch name used earlier. Click the lines section to see the POs selected for cancelation.  


Click Run MassCancel to trigger the concurrent program run for this batch as shown below :


Note that clicking ok here will cancel the shown documents. Cancel is a permanent status and canceled POs cannot be reopened so please exercise caution before canceling any documents using MassCancel or otherwise. 
Navigate to the Purchase Order Summary form and query the POs that were included in the MassCancel batch. Add the cancel field to the form and it can be seen that both documents have been canceled as shown in the following screenshot :


The MassCancel program can also be used to cancel Requisitions. Careful use of the available criteria can greatly assist bulk document cancelation.


1 comment:

  1. Great post! I really found this other link helpful. Refer to it for more creating invoices and information on purchase orders
    Create a purchase order

    ReplyDelete