In Unimarket, the Organization Unit (Org Unit) assigned to a Purchase Order governs who can see the order, who can receive against it, and how it is grouped in departmental reports. The Bulk Change feature is a powerful cleanup tool for Community Administrators to correct historical data or reassign orders following a departmental restructure.
Purpose of the Bulk Change
When you update an Org Unit in bulk, you are shifting the "ownership" of those orders. This is essential if:
Approvals: You need to reroute future actions on those orders to a different department's chain.
Visibility: You want a different group of users to see these orders in their task lists.
Receiving Sharing: You need to authorize a new department to perform receiving for these items.
Permission Limits: You can only bulk change orders that you would normally have the authority to edit individually.
How to Bulk Change Organization Units
Filter the Targeted Orders:
Navigate to the Marketplace module and select Orders.
Open the Filters menu.
Crucial Step: Clear the Created Date field to ensure you see all historical orders.
In the Organization Unit field, select the unit you currently want to move orders from and click Apply Filter.
Initiate the Change:
Click the Export button in the top right and select Bulk Change.
Select Orders for Update:
Check the boxes for the specific orders you wish to move, or scroll to the bottom and click Select All.
Click Continue.
Assign the New Org Unit:
Select the Update Organization Unit radio button and click Continue.
In the New Organization Unit dropdown, choose the destination department.
Click Continue.
Review and Finalize:
The system will present a summary of the changes. Review the list carefully.
Scroll to the bottom and click Finish to execute the update.
Important Constraints
Linked Documents: Once updated, the Requisition, PO, and any subsequent Invoices will all reflect the newly selected Org Unit.