## Updating Orders

This chapter provides an overview of order updates and discusses how to:

- Update status codes.

- Revise purchase dates.

### Understanding Order Updates

You can revise a purchase order after you have entered it into the system if a change has occurred since you entered the order. For example, if you need to fill a purchase order quickly, you can manually update the status code so that it bypasses some of the normal purchasing procedures. If you want to delay an order, or if the supplier cannot get the items to you by the promised date, you can revise the requested or promised dates. Also, you can review the inventory and create a purchase order for items that you want to reorder.

### Updating Status Codes

This section provides an overview of status code updates and discusses how to:

- Set processing options for PO Speed Status Update (P43025).

- Update status codes.

#### Understanding Status Code Updates

The system processes detail lines through the purchase order processing cycle based on the last and next status codes that have been assigned to each line. After a detail line completes a step in the processing cycle, the system updates the status codes.

You can manually update the next status code for detail lines to bypass a particular step, if necessary.

You cannot update detail lines to a closed status unless you use the Order Entry program (P4310).

#### Form Used to Update Status Codes

Form Name | FormID | Navigation | Usage
Work with PO Speed Status Update | W43025A | Order Generation/Approve/Release (G43A13), Status Code Update | Update status codes.

#### Setting Processing Options for PO Speed Status Update (P43025)

Processing options enable you to specify the default processing for programs and reports.

Default Values

1. Enter the default order type | Enter a value from user-defined code (UDC) 00/DT that identifies the type of document. This code also indicates the origin of the transaction. The system has reserved document type codes for vouchers, invoices, receipts, and time sheets, which create automatic offset entries during the post program. (These entries are not self-balancing when you originally enter them.) These document types are defined by the system and should not be changed: P: Accounts Payable documents. R: Accounts Receivable documents. T: Payroll documents. I: Inventory documents. O: Purchase Order Processing documents. J: General Accounting/Joint Interest Billing documents. S: Sales Order Processing documents.
2. Enter the default last status code | Enter a value from UDC 40/AT that specifies the last step in the processing cycle that this order line has successfully completed.
3. Enter the default next status code | Enter a value from UDC 40/AT that indicates the next step in the order flow of the line type.
4. Enter the default update next status code | Enter a value from UDC 40/AT that indicates the next step in the order flow of the line type.
5. Enter a '1' to protect the update next status code | Enter 1 to protect the update next status code.

Versions

Enter Purchase Order Entry version | Specify the version of purchase order entry to be used by the system.

#### Updating Status Codes

Access the Work with PO Speed Status Update form.

Next Status - Update To | Enter a value from UDC 40/AT that specifies the next standard step in the processing cycle for this order type. You set up the steps for the processing cycle on the Order Activity Rules form.

### Revising Purchase Dates

This section provides an overview of purchase date revisions and discusses how to set processing options for Purchasing Date Revisions (P43100).

#### Understanding Purchase Date Revisions

The requested date or promised date for an order might change after you have entered the order in the system. You can follow manual procedures and simultaneously revise these dates for multiple orders.

After you change a requested or promised date, the system records the new date in the F4311 table. If you have already taken receipt of items, the dates in the F43121 table are not affected.

#### Form Used to Revise Purchase Dates

Form Name | FormID | Navigation | Usage
Purchasing Date Revisions | W43100C | Order Generation/Approve/Release (G43A13), Purchasing Date Revisions | Revise purchase dates.

#### Setting Processing Options for Purchasing Date Revisions (P43100)

Processing options enable you to specify the default processing for programs and reports.

Defaults

This processing option enables you to enter default information that the system uses for processing.

Status Code - Next | Specify a value from UDC 40/AT indicating the next step in the order flow of the line type.

Self-Service

This processing option specifies whether the system activates self-service functionality.

Enable Workflow on Promised Date changed | Specify whether the system generates an email message to either the buyer (if the system finds a buyer number) or the originator (if the system does not find a buyer number) when a supplier changes a promised delivery date by using the internet. When the promised delivery date is approved by the buyer or originator, the system updates either the promised date and the next status code (if you set the override next status code) or only the promised date on the purchase order. Values are: Blank: Do not send email. 1: Send email to the buyer or the originator for approval.