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.

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