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Purchase Requisitions Purge is a scheduled task that when setup, runs one time (at any time throughout the day), nightly, weekly or monthly to purge any Purchase Requisition lines that have already been ordered. This task will help manage Purchase Requisition Batch orders with large multiple order lines, since it only retains the open order lines. Purging of order lines are processed per company. 

Refer to the following processes for further information:


Creating a nightly, weekly or monthly Purchase Requisitions Purge Scheduled Task

To create a nightly, weekly or monthly schedule, from the home Dashboard perform the following:

1. Click  then type Purchase Requisitions Purge (or select Purchase Requisitions Purge from within the Purchasing & Receipting - Transaction Processing navigation tree).

2. In the Report Criteria tab, tick the Purge check box.


3. In the Schedule tab, select either the Daily, Weekly or Monthly option. Refer to the link below for additional fields to complete dependent on the option selected.

 Daily, Weekly or Monthly additional fields to complete
Option SelectedProcess
Daily

1. Type a Start date and time in the Start: field or use the date finder to select it.

2. Type the number of days the scheduled task is to run for in the Recur Every field.

 3. Click .

Weekly

1. Type a Start date and time in the Start: field or use the date finder to select it.

2. Type the number of weeks the scheduled task is to recur for in the Recur Every field.

3. Tick the day or days the weekly scheduled task should run in the appropriate check box.

4. Click .

Monthly

1. Type a Start date and time in the Start: field or use the date finder to select it.

2. Click the search  beside the Month field, then tick the month or months you would like the scheduled task to run in.

3. Select either the Days or On option.

i. If Days was selected, click the search  beside the Days field, then tick the day or days within the month you would like the scheduled task to run on.

ii. If On was selected, click the first search box  then tick the week or weeks within the month you would like the scheduled task to run on, then click the second search box  then tick the day or days in the month you would like the scheduled task to run on.

4. Click .

4. The Output tab provides confirmation of the report/s you will receive based on your selections in step 3 above.

5. Any report(s) can be retrieved from the Output tab under the Generated Reports section once the submitted task has been completed.


Running a one time Purchase Requisitions Purge scheduled task

To run the Purchase Requisitions Purge scheduled task to purge Purchase Requisition lines that have been ordered, perform the following:

1. Click  then type Purchase Requisitions Purge (or select Purchase Requisitions Purge from within the Purchasing & Receipting - Transaction Processing navigation tree).

2. In the Report Criteria tab, tick the Purge check box.

3.  Click .

4. Go to the Output tab to open the report generated.

5. The report lists the products that were purged.