Purchasing

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Topic

    Mark Spinks
    Mass funding source changesAnswered
    Topic posted October 11, 2018 by Mark SpinksBlue Ribbon: 750+ Points, tagged Financials, Fusion 
    44 Views, 7 Comments
    Title:
    Mass funding source changes
    Summary:
    Oracle states this function is currently available for use.
    Content:

    Our Purchasing Director was told at a recent CAB event that mass funding source changes could be made using the "shift" key or selecting an icon in the upper left hand corner of the line item.

    I do not see this functionality and have not found any documentation indicating that it exists.

     

    Is anyone else using this functionality or are aware of it?    Thanks,  Mark Spinks   Boise State Univ

    Version:
    R13 - DEV2

    Best Comment

    Judy Hamner

    When the Requisition is in edit mode, highlight all the lines that you want to update the funding on.  Click the pencil icon to open an edit screen.  Scroll to find the fields that need to be edited and input the new values.  save and close.  All the lines will be updated with values you have entered.

     

    Judy

    Comment

     

    • Judy Hamner

      Good morning, Mark.  Can you provide a bit more detail regarding what you are trying to do when you say 'mass funding source changes'?  Are you trying to modify the funding on multiple lines of a requisition?

      Judy Hamner, University of Kansas

    • Mark Spinks

      As it's explained to me.....   If there is a 10 line REQ and possibly the PO and they get notified at a later date that the funding source charge accounts need to change, then there should be the function that lets them enter the new charge string and it will auto correct all 10 lines.   Thanks!

    • Judy Hamner

      Thanks for the information Mark.  We haven't had this particular requirement.  I know you can update the funding for multiple lines on a requisition prior to the PO being created.  

       

    • Mark Spinks

      That's a start! And maybe what Oracle was referencing.  How is that done?

    • Judy Hamner

      When the Requisition is in edit mode, highlight all the lines that you want to update the funding on.  Click the pencil icon to open an edit screen.  Scroll to find the fields that need to be edited and input the new values.  save and close.  All the lines will be updated with values you have entered.

       

      Judy

    • Mark Spinks

      Judy....that is great info!  It's something we've never tested or used before. 

    • Judy Hamner

      We have only used it on requisitions.