Manage Purchasing Restrictions Statuses

You can update the status of one or more purchasing restrictions by purchasing restriction number or by vendor.

Update statuses by purchasing restriction number

1. Choose the icon, enter Update Purchasing Restrictions Status, and then choose the related link.

   The page can also be opened by selecting Manage > Status on the Purchasing Restrictions page.

2. On the Update Purchasing Restrictions Status page, populate the following fields:

   Field

   Description

   Status

   Select the status to which to update the purchasing restrictions. Draft: The purchasing restriction is in draft mode. The record can be updated but will not be applied to purchasing orders. Active: The purchasing restriction cannot be updated and will be applied to purchasing orders. Active purchasing restrictions will be modified if adding or removing items through an action. Inactive: The purchasing restriction is no longer being used. The record can be updated but will not be applied to purchasing orders.

3. Under Filter: Purchasing Restriction Header, enter the values that will filter the purchasing restrictions for which you want to change the status.

   For example, enter a single purchasing restriction or a range of purchasing restrictions (for example, PRRS0001..PRRS0050), or add another filter such as the category, which will changes the status for all purchasing restrictions with that category.

   Note

   If no filters are entered for the purchasing restriction, then the status will be updated for all of the purchasing restrictions. You will be asked to confirm that you want to update the status for all purchasing restrictions.

4. Select OK.

   The statuses are updated.

Update statuses by vendor

1. Choose the icon, enter Update Vendor Purchasing Restrictions Status, and then choose the related link.

   The page can also be opened by selecting Actions > Purchasing Restrictions > Update Statuses on the Vendors or Vendor Card page.

2. On the Update Vendor Purchasing Restrictions Status page, populate the following fields:

   Field

   Description

   Status

   Select the status to which to update the purchasing restrictions. Draft: The purchasing restriction is in draft mode. The record can be updated but will not be applied to purchasing orders. Active: The purchasing restriction cannot be updated and will be applied to purchasing orders. Active purchasing restrictions will be modified if adding or removing items through an action. Inactive: The purchasing restriction is no longer being used. The record can be updated but will not be applied to purchasing orders.

3. Under Filter: Vendor, enter the values that will filter the vendors for which you want to change the status.

   For example, enter a single vendor or a range of vendors (for example, VEN0001..VEN0050).

   Note

   If no filters are entered for the vendor, then the status will be updated for all of the vendors. You will be asked to confirm that you want to update the status for all vendors.

4. Select OK.

   The statuses are updated.