The Purchase Orders Group Editing program is a program that should be used with caution.

This allows you to change certain values for selected POs simultaneously.

As long as you're careful, this is a major timesaver if you need to make the same changes to several POs.

• For example, maybe you need to change the Expected Arrival Date for several POs.
• This program enables you to do that quickly and efficiently.

To access the Purchase Orders Group Editing program:

• From the iMerchant Main Menu
• Select Tools > Administration > Database Management > Global Edits > Globally Edit PO Items.
• This calls up the Find PO Detail for Global Editing window.
• Select the list of POs for which you want to make a global edit.
• Once you've run your search, a list of PO records will appear in the grid at the bottom of the screen.
• You can either edit all of the POs in the list or you can highlight a select few and edit those.
• With the desired POs highlighted (or if you want to edit all of the POs in the list)
• Click on the Global Edit toolbar icon.
  • This calls up a dialogue box, which asks whether or not you want to edit all of the POs in the list or just the POs you have highlighted.
  • Press Yes if you want to edit the entire list
  • No if you only want to edit the POs you have highlighted.
• Once you make the selection that determines which POs you want to edit
• The Global edit - Select properties to change window appears.
• This is where you will determine what fields to globally change for the selected POs.
• The window displays a list of fields, beneath the heading Select properties.
• Check the boxes to the left of the fields you want to change for the selected POs.
  • BE VERY CAREFUL HERE.
  • Anything you change here will be applied only to the PO itself, and not other parts of iMerchant.
• Once you have checked the desired fields
  • Click on the Next - Enter new values for fields selected button at the bottom of the window.
    • If you click on Quit - exit the global editing process button
    • You will close out of the window without having done anything.
  • This calls up the Global edit - Enter values to assign window.
  • This is where you will assign values to the fields you want to edit.
  • Whichever fields you checked back at the last window will appear here.
  • Choose what values you want to assign to these fields for the selected POs.
  • Some of these fields may be code drivern. Others may be free form.
  • Either way, select the appropriate values and/or codes for these fields.
• Once you've assigned the appropriate values for the fields, and you are ready to do the global edit
  • Click on the Next - Update records selected button at the bottom of the screen.
    • Clicking on Previous - select fields to update will return you to the previous screen where you can redefine which fields you want to edit.
    • Clicking on Quit - exit the global editing process will abort the process altogether.
  • A dialogue box will appear, informing you of the update you are about to perform.
  • It asks if you want to proceed or not.
    • If you do, click Yes
    • An Update Process box appears, giving a running update of the the progress.
    • When it's finished, a new box will appear, click OK
• That's it.
• The global edit has been done, and whatever changes you made will immediately take effect for the POs you selected.