Bulk Update Features - Bulk N/A & Approvals

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Overview

New features have been added to the existing Bulk Update function within the single call forward view.
This now includes bulk actions for PO Approvals and Make N/A.

Note: the same rules will apply for making tasks N/A or approving POs, in that:

• A task must not have a linked PO (to make N/A)

• A task must have a linked PO, and the activity must be complete (to approve)

Only eligible tasks will be updated through this process.

Functionality Delivered

In Logistics Tablet, on the Call Forward screen, tag items by tapping in the # column.
A red line will appear next to all tagged tasks.

Press the Bulk Update action on the sidebar.

Open

Make N/A

From the options, select the Make N/A option, then press OK.

Open

A confirmation dialog will appear, press Yes to continue.

A dialog will appear to advise how many activities were updated.

Any eligible tasks will be updated and made [Not Applicable] in the call forward.
These will disappear immediately if the ‘N/A Items’ filter is not ticked.

PO Approvals

From the options, select the Approve option, then press OK.

A confirmation dialog will appear, press Yes to continue.

A dialog will appear to advise how many activities were updated.

Any eligible task linked POs will be approved, and a tick will appear in the Payment Approval column.