Let’s go over the parameters and notes for the Change PO Lines Status job:
[Go to EL Knowledge Center page: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/070Managing_Jobs/020Running_Manual_Jobs_on_Defined_Sets#Manual_Jobs_and_Their_Relevant_Parameters]
As you can see, this is a straightforward job that only lets you bulk change the status of a group of PO Lines. You must choose the same new status for all the PO lines in the set.
Your options are:
Only PO lines with one of the following statuses can be closed: Waiting for Invoice, Waiting for Renewal, or Waiting for Manual Renewal.
Create the set for the Change PO Lines Status job using the following criteria:
If you use a file to create your set: For the Change PO Lines Status job, you can only use the PO line reference (the POL number) as a unique identifier. If you need to assemble a list of POL numbers, you can ask for or run an Analytics report based on other criteria that includes the PO line reference/POL number in the report, then move that column to the first position and upload it to create the set.
Once you've selected the job and the set, all you need to do is choose the new status from the drop-down menu, and then any sub-options available for that status. Again, your choices are limited to close, cancel, or delete PO lines, and the sub-options listed above.
Reviewing records changed by the job: In addition to the general ways to review the effect of your job, for Change PO Lines Status you can review the history for each order line (in a small set). To review an individual order line, click on Edit Order and review all the fields. In addition, you can view the History tab to see any changes made during the job update – they’ll be identified as having been made by the System.
In the Job Report: The Counters section for the Change PO Lines Status job will include how many records were changed or skipped by the job, and the PO line reference for any records that failed to update
Notice that our Change PO Lines Status job is not on the list of jobs that can be Restored. You cannot hit “undo” for this job, which is why it’s so important to fully understand the changes you’re making before you make them.
Additional note for this job: You cannot just run the Change PO Lines Status job again to "undo" a previous change: the only options are to close, cancel, or delete a PO line, not to reopen a POL.
However, you can use the Update PO Lines Workflow job to reopen a POL, or to move a re-opened POL on to the next status in its order workflow. Note that if you cancelled a POL and deleted the bib record, you may need to re-import it to reopen the order.
Batch Acquisitions Work (Page TBD)