Good Morning - Can anyone assist with the queries below relating to Supplier Payment Terms:
Thank you for your support
- Is there a search function that will be able to pull out a list of suppliers who have had their payment terms changed since 1st March 2023=
- Assuming above is "yes", is there way to "bulk update" any impacted PO's with the correct terms, rather than go through each supplier one-by-one.
- Is there a search functionality that will bring up a report for all Suppliers Payment Term.
Best answer by Thomas PetersonView original
If the history tracking was on, you could then see all changed records (use a different screen).
Yes, you can do bulk updates. If you have experience with external files you should be able to create a new file type and temp[ate in a few minutes. I’ve done so many of these I can do it in less than 1 minute. The concept is - create the file type / template export the data - filter the data such that only the records needing changes are listed, then load the file back in.
A good screen to query is supplier basic data.
If that data (payment term) was found in an overview type screen that allowed editing, you could use the edit - find and replace process to update the records in mass. Unfortunately, I’m unaware of any supplier overview screen where you could change the payment term.
I did a quick check on the purchase orders screen. You can see the payment terms, but it’s not editable in my version.
Many thanks for your detailed reply - much appreciated.