The following describes how to pre-account all order lines on a purchase order for which pre-accounting information is required. For the purpose of this example, the order was not pre-accounted at order entry, which means that the order is held.
You have two options from which to choose when pre-accounting all order lines on an order which is held:
- by maintaining the order via the Work with purchase orders program
or - by maintaining the order via the Work with held purchase orders program.
For the purpose of this example you will use the Work with held purchase orders program.
Scenario
A purchase order with three order lines has been entered (using an order type for which pre-accounting information is required), but no pre-accounting information was defined at order entry. The order has, therefore, been put on hold. You will define the pre-accounting information for all lines at the same time, after which the order will automatically be released.
- Select the Work with held purchase orders menu item.
- You access Work with held purchase orders.
- Rc
- Displays the reason code 30, meaning the order is held because no pre-accounting information is defined. Note: The Release order option cannot be used on this panel. When the pre-accounting information is defined for all order lines, the order will be released automatically.
- You access Order lines. Select all the lines and click Pre-acc.
- You access Pre-accounting maintenance for the first order line. Complete the fields as described in step 3 of in Pre-account one single order line at order entry. Click Update all lines.
- The same panel is displayed with the following message: Press F8 to update all lines. Click Update all lines again.
- You return to Order lines. All order lines are now pre-accounted according to the information entered in step 4 above.
- Return to the Work with held purchase orders panel. The order is no longer displayed since it has been automatically released.
Select the order and click Maintain order.