Purchase Order Changes

In 2019r2 the Parts Purchase Order module's Status list was standardized. The biggest change is that now a Status code of 1 = New Purchase Order.

If your organization uses a Status code of 1 in that field to represent anything other than a new purchase order we recommend that you perform the following steps to preserve the status of these records. Once the upgrade occurs anything that is marked as 1 will appear to be a new Purchase order, not matter what 1 meant before.

Process

  1. Open the Purchase Order module.
  2. Create a new Status code/type to represent the value currently stored as 1.
    1. Click in the Form Tool - Picklist button next to the Status field. The picklist pop-up will appear.
    2. Click Add New. The following pop-up will appear.

      2 status picklist update

    3. Enter a unique Code
    4. Enter the Type current used for a Code of 1
    5. Click Add.
    6. Close the picklist dialog.
  3. Create a Filter to select all Purchase Orders with a Status = 1.
    1. Click the Android Screenshot button on the toolbar. The filter tool will appear.
    2. Click Add New. The Build-a-Filter dialog will open.
    3. Create a filter to select all records with at Status Code = 1.

      1 status code filter

    4. Click Run.
  4. Update the selected records to the new Status Code.
    1. Click the Global Edit Web Tool - Global Edit button. The global edit dialog will appar.
    2. Select Status Code as the Property to Update.
    3. In the Value To Update With box enter the new Code created in step 2.c.
    4. Select Current Filter.

      3 global edit po

    5. Click OK. The system update all of the purchase orders with a code of 1 to the new code. This will preserve the status of those purchase orders when you upgrade to 2019r2.