Create Batch

The first step in the purchase order schedule batch process is creating a batch

Users must enter a valid ERP division and date range. 

• The division must exist in the ERP table Division

• The process returns a warning if the date range overlaps an existing batch, but will continue the creation. 

The creation process includes only in-progress purchase orders belonging to the selected division.

From these purchase orders, the create process will search for in-progress PO delivery schedules not previously included in a batch.

The process populates staging records with information from the purchase order, purchase order line, and delivery schedule records.

• The process creates a batch header record in PurchaseOrderSchedule_Batch

• For each PO delivery schedule the creation process retrieves, it creates a staging record in PurchaseOrderSchedule_Stage

• It then opens the batch form and displays the new batch.

• The include flag is on by default for all records.

• The form has separate grid bands that group fields by their workflow process.   These are

  • Initial (Create): Populate by the batch creation process

  • Send: Send date and sent flag populated when the staging record data have been successfully sent to Repete

  • Receive: The timestamp and transaction adjustments populated when the batch has received updates from Repete.

  • Commit: Timestamp and completion flag set when the process has created PO receipts in ERP for the staging record.