Prerequisites
Before you begin, ensure you have the following:
Permission to create and edit Requests and POs.
A draft Request or a PO.
Step-by-Step Instructions
Step 1: Open the Document
Navigate and open the Request/Purchase Order you want to edit.
Step 2: Go to Line Items
Access the line items section within the document.
Step 3: Click on Multi-Edit
Select the "Multi-Edit" option.
Step 4: Fill in the Details
Enter the details you want to change for the specific field across all line items in the document. For example, if you want to fill in the "Required Date" for all the line items.
Step 5: Save Changes
Once the required data is filled in, click on "Save Changes".
Step 6: Verify the changes made
After saving, verify that the updated data reflects correctly across all line items.
Following these steps will ensure that your line items are edited efficiently and accurately.
Here's an example:
We need to change the 'Category' on the line items on this document.
After clicking on "Multi Edit", we chose the required option in the Category field and clicked on Save Changes.
Once Saved, the following data will reflect on the lines.
