Using the Mass Change Link eProcurement

Updated As Of: February 2, 2017 Core-CT Financials 9.2

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Using the Mass Change Link The Mass Change link can be used on the Checkout – Review and Submit page to

update/change multiple line/shipping/accounting values at the same time.

Navigation: eProcurement > Requisition

Procedure: 1. Enter Business Unit

Using the Mass Change Link eProcurement

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2. Enter Requisition Name

Using the Mass Change Link eProcurement

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3. Add the Buyer to the Line Defaults

Using the Mass Change Link eProcurement

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4. Add Chartfield information into the Accounting Defaults

5. Click OK

Using the Mass Change Link eProcurement

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6. Click the Catalog link

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7. Click the Catalog Link

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8. Enter a description in the Description Field

9. Click the Search button

Using the Mass Change Link eProcurement

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10. Enter the Quantity of each selected item in the Quantity field

Using the Mass Change Link eProcurement

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11. Click the Add to Card button

Note: Do this process for all line items you wish to place on your requisition.

Using the Mass Change Link eProcurement

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12. Click the Checkout Button

Using the Mass Change Link eProcurement

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13. The Requisition Save and Submit page displays

Using the Mass Change Link eProcurement

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14. Click the Select Checkbox next to each line that needs to be updated

Using the Mass Change Link eProcurement

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15. Click the Mass Change link

Using the Mass Change Link eProcurement

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16. Click the Load Values From Defaults links

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17. Enter a new account number in the Account field

18. Click OK

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19. Select the All Distribution Lines option

20. Click OK

Using the Mass Change Link eProcurement

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21. Select Save & Submit to save the requisition and begin the Approval Workflow process

Note: Selecting Save for Later button will save the requisition, but not initiate the

Approval Workflow process.

Using the Mass Change Link eProcurement

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22. Click OK

Using the Mass Change Link eProcurement

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The Approval Workflow Confirmation page is displayed. The system assigns a Requisition ID on

the Confirmation page. The requisition will be routed through the normal ePro requisition

approval process.