Adding Multiple Part/Item Lines to PO from Assign Window

Reference: 24207

(V 02.00.08-00)

Details

In CR2, you will be able to select and assign multiple part/item lines (which are having status as Not Available within an Order) to a Purchase Order in one go, as shown in Figure 1.0. This can be performed from Rental Orders, Sale Orders, Parts Sale Orders and Work Orders.

Note: The operation is explained below using a Parts Sale Order.

Figure 1.0 Multiple Not Available Part/Item Lines Assigned Together to a PO

Instructions for selecting and adding multiple part/item lines with status as not available to a PO are:

1. Select Actions menu > by Document. This open the Assign window.

2. Select all the order lines with status as Not Available from Assign Parts/Items section.

3. Click on New icon under the Purchase/Sub Rent tab. A new line gets created.

Notes:

• You can tag an existing PO to this line by using the PO ID column. Else a new PO will be created.

• The quantity of the last selected part/item line will get displayed within the quantity column in the line within the PO under the Purchase/Sub Rent section.

4. Search and tag a Vendor by clicking on the Vendor column.

5. Click on Save icon.

Multiple part/item lines have been successfully added to the PO.

Adding Multiple Part/Item Lines where One or More Lines were Already Added to PO

One item/part line is added to the PO, as shown in Figure 1.1.

Figure 1.1 Single Part/Item Line Added to PO

Now if you select one or more part/item lines in addition to the one that was previously added, then the previously added line within the Purchase/Sub Rent section will get deleted.

To add the selected lines to the PO click on New icon under the Purchase/Sub Rent tab. A new line gets created. The search and tag a Vendor by clicking on the Vendor column. Click on Save icon. Multiple part/item lines gets added to the PO.