Difference between revisions of "Purchasing:How to mass change handler"
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| − | Background: At times, there may be a need to switch the Buyer (Handler) who is responsible for an item from one person and another person. There is a program written that allows this be done as a "mass change". The program will allow a authorized user to typically switch all the items from one vendor & a specific Buyer to another specific Buyer. Or, the "mass change" could be to used if a Buyer leaves and all items associated with that person need to be switched to another person. |
+ | '''Background:''' At times, there may be a need to switch the Buyer (Handler) who is responsible for an item from one person and another person. There is a program written that allows this be done as a "mass change". The program will allow a authorized user to typically switch all the items from one vendor & a specific Buyer to another specific Buyer. Or, the "mass change" could be to used if a Buyer leaves and all items associated with that person need to be switched to another person. |
==Process== |
==Process== |
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# #21 - Mass Change of Handler (Note: this program may be under security authorization and not available to all users - see I.T. if help needed) |
# #21 - Mass Change of Handler (Note: this program may be under security authorization and not available to all users - see I.T. if help needed) |
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| + | [[File:Capture.JPG|400px]] |
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| + | # Supplier Number or *ALL - Enter one specific vendor # or *ALL to select all vendors |
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| + | # Item Category or *ALL - Typically enter *ALL - (Note: category referred to is Item Category 1) |
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| + | # Change from Handler - Enter old Buyer code (example: ROYF) |
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| + | # Change to Handler - Enter new Buyer code (example: ELIZAG) |
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| + | # Enter |
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| + | Typically only takes a few seconds to run |
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| + | |||
| − | [[Category: |
+ | [[Category:Workflows-Purchasing]] |
Latest revision as of 12:30, 6 December 2017
Background: At times, there may be a need to switch the Buyer (Handler) who is responsible for an item from one person and another person. There is a program written that allows this be done as a "mass change". The program will allow a authorized user to typically switch all the items from one vendor & a specific Buyer to another specific Buyer. Or, the "mass change" could be to used if a Buyer leaves and all items associated with that person need to be switched to another person.
Process
- Log into Mocha (ASW)
- #1 - VA Company
- #1 - UWD Extensions
- #9 - ITM -- Item Extensions
- #21 - Mass Change of Handler (Note: this program may be under security authorization and not available to all users - see I.T. if help needed)
- Supplier Number or *ALL - Enter one specific vendor # or *ALL to select all vendors
- Item Category or *ALL - Typically enter *ALL - (Note: category referred to is Item Category 1)
- Change from Handler - Enter old Buyer code (example: ROYF)
- Change to Handler - Enter new Buyer code (example: ELIZAG)
- Enter
Typically only takes a few seconds to run