If the community uses Org Units (Organization Units) for:
- Approvals
- Transactions and/or
- Receiving sharing
Users will be assigned an Org Unit in their user profile, to use on the Checkout screen. By doing so, the Requisition, PO and Invoice will be linked to the selected Org Unit.
The Bulk Change function allows Community Administrators, the ability to tidy up historical order data by bulk changing the Org Unit on POs.
| Note: This only allows users to select and bulk change the orders, they would normally be able to edit directly. |
Bulk Change by Org Units
To bulk change purchase orders by Org Units, go to the Marketplace module > click Orders > select Filters.
Clear Created Date field > in the Organization Unit field, choose desired option > select Apply Filter.
Click Export > select Bulk Change.
The Bulk Change screen will populate.
Check the box associated with the order(s) you wish to change to desired buyer or Select All at the bottom of the screen > once completed, select Continue.
The Bulk Order Change screen will populate > select Update Organization Unit > click Continue.
Select the dropdown in the New Organization Unit field, to choose the desired Org Unit > select Continue.
Review the orders that were selected to change org unit. If correct, scroll to the bottom of the page and click Finish to update orders.