Steps in the screenshots correspond to the numbers in the headings.
As the PO bundling process happens before the Buyer posts the PO, there is nothing that really changes in the bundling process or the EDI Posting process.
If the site happens to use Alternative Addresses in the system to ship to different plants or warehouses, you will only be able to bundle reqs that have the same address. This is true whether that is an alternate address or the default address. You will not be able to continue bundling until all the reqs have matching addresses.
In our example, we have two requisitions for Site 493 that have an EDI vendor (SU10003992) set up as the Preferred Supplier in the Stock Record. Two reqs have generated that need to be bundled.
You can see that, although this is an EDI Vendor Partner, nothing has happened with the PO yet, so it is in a Proposed Status, the Approval Status is Pending, and the EDI Workflow is blank.
Remember, you need to bundle the Requisition numbers not the PO number.
1. From the Main Menu, go to Inventory > Purchasing > Purchase Order Bundling.
2. Enter the Requisition number that you want to begin adding PO lines into.
3. Click Next.
4. Enter the Requisition Number and click Search.
5. The available lines on the will be shown. Double click on the desired line to add it, or highlight and click OK.
6. You will be asked to confirm the move. Click the Yes button and then Next.
7. A success message appears in the lower right corner.
8. You will be given the option to add another line. Repeat the process to add the second line from Req 278585.
9. When you have bundled all the PO lines, click NO to finish the process.
10. Go to the PO Screen and look up the bundled requisition. Inventory > Purchasing > Purchase Order.
11. Look up the bundled Req or PO.
12. Click on the Events Tab.
13. You can see that there are events tracking the bundling process, but the first EDI related event is the last one when the 850 PO was released to the vendor upon Post.
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