Purchasing > Remove Hold Status on Purchase Orders
Use this routine to release multiple purchase orders from hold and transmit them to the vendor using EDI. First you use the selection criteria to display a selected group of purchase orders that are on hold. You can then determine which purchase orders are to be released from hold and sent to the vendor via EDI. In this way, you can release and send multiple purchase orders, without having to release them one at a time.
Your ability to use this process depends on your user/user
group Purchasing Security settings, Create
Manual Purchase Order On Hold and Take
Purchase Order Off Hold.
Refer to the On Hold Purchase
Order Overview topic for more information about purchase orders that
are on hold.
Click the Arrow button and select a date code from the list. Your selection determines whether a Start and End Date are automatically entered or whether you need to enter the dates.
This is the creation date of the purchase order. If you select CUS as the date code, you can enter the first date in the range for which you are searching for purchase orders on hold. If you select a different date code, this field fills in and you cannot edit it.
This is the creation date of the purchase order. If you select CUS as the date code, you can enter the last date in the range for which you are searching for purchase orders on hold. If you select a different date code, this field fills in and you cannot edit it.
To narrow your search for purchase orders by buyer, indicate the User ID of the buyer. If you click the Search button you access the Read-Only Lookup Window, where you can select a buyer. If you leave the field blank, all buyers are selected.
To narrow your search by a specific vendor code, enter the code here or click the Search button to access the Vendor Name Search. If you click the Action button, you access the Multiple Vendor Selection Window, where you can select multiple vendors. If you leave this field blank, you select all vendors.
Use this field to specify an individual receiving location (for the purchase orders) or multiple locations. If you click the Arrow button, you can select a location from the drop-down list of accessible locations. If you click the Action button, you access the Multiple Location Selection Window, where you can select multiple receiving locations. If you leave this field blank, you select all receiving locations.
This Selling Store corresponds to the Store Location for sales orders that are linked to purchase orders. A purchase order can be linked to multiple selling stores. A purchase order is selected if any sales order is linked to the selling store indicated here.
Use this field to specify an individual selling store location or multiple locations. If you click the Arrow button, you can select a location from the drop-down list of accessible locations. If you click the Action button, you access the Multiple Location Selection Window, where you can select multiple selling store locations. If you leave this field blank, you select all selling store locations.
Refer to the Minimum Deposit Requirements for Line Item Types topic for more information on establishing minimum deposits on orders with special order merchandise.
Use this field to indicate a specific terms code or all terms codes. Enter the code or click the Search button to access the Read-Only Lookup Window, where you can select a terms code. If you leave the field blank, all terms codes are selected.
Once you have made your selections (above), click this button to update the grid with purchase orders on hold that meet your selection criteria.
If you check the box at this field, the Remove Hold Send EDI column in the grid is checked for all purchase orders listed. When you click the Process Purchase Orders button, all purchase orders checked are removed from Hold and sent to the vendor via EDI.
Maintain PO - To edit a purchase order in the grid via Enter a Purchase Order, click the Maintain PO button in this column. You can change and review details of the purchase order, but you cannot change the On Hold field in this manner. The On Hold field is inactive when you access the Enter a Purchase Order screen.
Remove Hold Send EDI - To indicate that the purchase order on this row in the grid is being removed from hold and sent to the vendor via EDI, check the box in this column. To check the boxes for all purchase orders in the grid, click the Remove All from Hold check box above the grid. The updates occur when you click the Process Purchase Orders button.
Vendor Code - This column displays the Vendor Code for the purchase order in this row.
Receiving Location - This column displays the Receiving Location for the purchase order in this row.
PO Number - This column displays the purchase order numbers in numeric order.
PO Date - This column displays the Date for the purchase order in this row.
Delivery Date - This column displays the Delivery Date from the PO Header for the purchase order in this row.
Buyer - This column displays the Buyer ID associated with the purchase order in this row.
PO Subtotal - This column displays the subtotal for the purchase order in this row.
PO Total - This column displays the Total Amount for the purchase order in this row.
Selling Store - This column displays the Selling Store if the purchase order in this row is linked to a Sales Order. If there are multiple selling stores, the ellipse (...) appears in this column. There are no location access restrictions.
Terms - This column displays the Terms Code for the purchase order in this row.
To process the purchase orders in the grid that were selected via the Remove Hold Send EDI check box, click this button. The process then reviews the changes and performs the updates. The purchase orders are removed from hold and transmitted to the vendor via EDI. When the updates are complete, the grid display is refreshed and any purchase orders still on hold that meet the original selection criteria are listed in the grid.
Maintain PO - To edit a purchase order in the grid via Enter a Purchase Order, click the Maintain PO button in this column. You can change and review details of the purchase order, but you cannot change the On Hold field in this manner. The On Hold field is inactive when you access the Enter a Purchase Order screen.
Remove Hold Send EDI - To indicate that the purchase order on this row in the grid is being removed from hold and sent to the vendor via EDI, check the box in this column. To check the boxes for all purchase orders in the grid, click the Remove All from Hold check box above the grid. The updates occur when you click the Process Purchase Orders button.
Vendor Code - This column displays the Vendor Code for the purchase order in this row.
Receiving Location - This column displays the Receiving Location for the purchase order in this row.
PO Number - This column displays the purchase order numbers in numeric order.
PO Date - This column displays the Date for the purchase order in this row.
Delivery Date - This column displays the Delivery Date from the PO Header for the purchase order in this row.
Buyer - This column displays the Buyer ID associated with the purchase order in this row.
PO Subtotal - This column displays the subtotal for the purchase order in this row.
PO Total - This column displays the Total Amount for the purchase order in this row.
Selling Store - This column displays the Selling Store if the purchase order in this row is linked to a Sales Order. If there are multiple selling stores, the ellipse (...) appears in this column. There are no location access restrictions.
Terms - This column displays the Terms Code for the purchase order in this row.
Total Pieces - This column displays the total open quantity of pieces for all lines of the purchase order. The number displayed is total quantity in pieces, not cases.
Date Code