Unprocessed Purchases

[BlakeDawes]

Hello!

Im looking for some best practice guidance when dealing with unprocessed purchases. 

I currently have a ton of unprocessed purchases that are for hardware. When i go to the unprocessed purchases tab and select one, it wants me to tag it with a license and contract like its software. 

What are some ideas of how to manage this, do i need to have licenses for every hardware purchase? 

[kathy_allen · Accepted solution]

In our environment, I change the license type to Hardware and save the purchase.  It then no longer shows up in Unprocessed Purchases and we do not create licenses for hardware purchases.

[BlakeDawes]

do you know if there is a way to batch edit POs to change their Purchase Type to Hardware? Looks like they are not set to anything. 

[kathy_allen]

No I am not aware of a batch process to change the purchase type.  It might be a good thing to add to the Flexera Idea page though.

[jhanes]

@blakedaws 

An idea you might want to investigate to change the "Purchase type" is as follows:

1) Export the desired PO data that you want to change.
- Ensure you use the filters so you don't effect you good data in FNM.
2) Cut and Paste your individual line items to the One-Off Upload template.
3) On the "Purchase type" column of your template change the box for each individual line to the desired entry you want.
4) Upload that One-Off template.

NOTE: I have used the One-Off template to overwrite existing Purchase Order entries in FNM  As a safety precaution I would recommend only doing one or two line on the template to verify this process.

Please let me know if this helps!

-Jim