If the community has enabled the Order Status Update settings, users with the Create Invoices role can close/reopen purchase orders in bulk.
| Note: To ensure the Order Status Update settings is enabled, please reach out to the Unimarket Support team. |
Additionally, users can bulk reopen orders. Utilizing the bulk reopen feature users will have the ability to:
- Reopen desired orders in Unimarket only (not within the community's ERP system)
- Reopen receiving and/or
- Submit an invoice or a credit invoice, against the desired order(s)
Unimarket will allow bulk close/reopen up to 200 purchase orders, at a time.
Purchase Order Bulk - Close
To bulk close purchase orders, go to the Marketplace module > click Orders > select Filters.
Common Fields to use are:
- in the Order State field, click Open and in the Receiving Status field, select Closed or
- in the Has Received Invoice field, select Yes.
Clear Created Date field > select Apply Filter > click Export > select Bulk Change.
Select the orders from the list that you wish to Close or you can choose Select All from the bottom of the list.
The Bulk Order Change screen will appear.
Check the box associated with the order(s) you wish to close or Select All at the bottom of the screen.
Once completed, select Continue.
The Bulk Order Change will populate > select Close Order > click Continue.
Review the orders that were selected to be closed. If correct, scroll to the bottom of the page and click Finish to close the orders.
Purchase Order Bulk - Reopen
To bulk reopen purchase orders, go to the Marketplace module > click Orders > select Filters.
Common Fields to use are:
- in the Order State field, click Closed and in the Receiving Status field, select Closed or
- in the Has Received Invoice field, select Yes.
Clear Created Date field > select Apply Filter > click Export > select Bulk Change.
Select the orders from the list that you wish to Reopen or you can choose Select All from the bottom of the list.
The Bulk Order Change screen will appear.
Check the box associated with the order(s) you wish to reopen or Select All at the bottom of the screen.
Once completed, select Continue.
The Bulk Order Change will populate > select Reopen Order > click Continue.
Review the orders that were selected to be reopened. If correct, scroll to the bottom of the page and click Finish to reopen the orders.