How to Re-set Linked Orders on Worksheets
Out of the box, cieTrade is set up to automatically pull on the most recent purchase order for that supplier when you select their account from the drop down on a worksheet. Additionally, the order list is not restricted by the Location that you are selecting. Therefore, the order drop down list will include all purchase orders for all locations associated with the counterparty that are in an OPEN status.
To prevent this from happening, cieTrade offers two settings you can enable in Settings > Preferences > Worksheets & Orders.
- The ‘Do not auto select PO on Receiving Worksheets’ option will force all users to manually select the correct order on worksheets. This essentially disables the ‘Auto Populate’ option, so you don’t have to remove incorrect grades and re-link the purchase order (because you are connecting the correct one at the beginning).
- ‘Restrict purchase order look up by location’ restricts the purchase orders that appear in the drop down by the Location that you select on the worksheet. Once this is checked off, ONLY purchase orders set to the Location on the worksheet will appear in the drop down or order lookup. If you decide you’d still like to use the auto populate feature, this should reduce the likelihood that an incorrect order is selected by the system.
How to Update The Products/Grades List and Link a Different Order
If you do not want to enable the above settings, it is possible to re-set the orders and products that appear on the worksheet. Once the grades populate from a linked order, you can manually remove them using the red X icon next to the grades in order to choose a new order and update the information within the Products/Grades section.
1) Select the empty purchase order line in the drop down (highlighted in blue below).
2) Delete all the grade lines that were tied to the order.
3) After the Products/Grades section is cleared, you can now select the correct Location and Purchase Order from the drop down.