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Apply To All Function

While in the Create Purchase Request screen, you have the ability to apply Line Item Details from one item, to other items in the same Request, including Accounting and Taxes. This is a useful tool when multiple items in the Request have the same settings or are missing any required Accounting or Tax information.
This section addresses how to use the Apply to All functionality after Line Items have already been selected or created. If you would like to start from the Request process from the Homepage, refer to additional Create a Request sections.

1. You are already in the Create Purchase Request screen. Select the Line Items you would like to update with the same information by checking the boxes next to them.
2. Click the Apply to All button. A pop up will appear prompting you to fill out line item detail information.

TIP! Check the box on the top header level to select all line items at the same time.

 

TIP! If you have not selected any Line Items when you click the Apply to All button, you will receive an error message.

 

3. Fill out the information to apply to the relevant drop down menus. Not all of the options need to be selected in order to proceed to the next step.
4. Click Apply Changes button. You will be returned to the Line Item Overview and your Line Items will be updated.

TIP! Depending on the vendor and item, you may need to enter additional required information for each Line Item before you are able to submit your Request above and beyond what was selected while using Apply All. Purchase Manager will provide a message if any minimum information requirements have not been met.

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