How To: Change the Status of an Purchase Order Line

Users can set a Status against a purchase order line to provide visibility of the order line's progression and to send emails to customers regarding their back order status.

Notes:

1. Purchase Order Line Statuses must be set up in the [ System Data | Others | Purchase Order Line Statuses ] screen before they can be selected.
2. Emails based on Purchase Order line status must be setup before they can be sent, see How To: Setup Emails to be sent based on your Purchase Order Line Status.
3. To send emails from the On Order screen see How To: Send Emails based on your Purchase Order Line Status.

Update the Status of a Purchase Order Line from a Loaded Purchase Order

1. Open a Purchase Order screen (show me how).
2. Use the filters to find and load the purchase order against which you want to update the order line statuses.
3. Press Alt+E or click to enter edit mode.
4. To update a single line:
   1. Focus on the 'Status' column against the order line you want to update.
   2. Press F4.
   3. Select the relevant status from the list.
5. To update multiple order lines simultaneously:
   1. Green-select the lines you want to update.
   2. Focus on the 'Status' column.
   3. Right-click on the grid and select 'Apply Value Range' from the Context Menu.
   4. Select the relevant status from the list.
6. Press Ctrl+S or click to save when finished.

Update the Status of a Purchase Order Line from the On Order Tab

1. Open a Purchase Order screen (show me how).
2. Open the [ On Order ] tab.
3. Use the filters to locate the items against which you want to update the purchase order line status.
   Note: some of the filters are ( / traffic light filter) and need to be green to be on.
4. Click the GO button to populate the grid.
5. Green select the lines of the items that you wish to change the status of.
6. Focus in the 'Status' column.
7. Right-click on the grid and select 'Change PO Line Status' from the Context Menu.
8. In the On Order popup select the new status from the drop down list.
9. Click on 'OK'.