Hello - we tried to bulk close open POs using an import/export, but it didn't work. Does anyone know if there is option to bulk close open POs?
m
MGBC
06/05/2024, 11:38 PM
Do you use items OR expenses on POs?
e
Eyal Bilgrai
06/05/2024, 11:39 PM
items
e
Edgar Valdes
06/05/2024, 11:41 PM
You need to close at the line level.
m
MGBC
06/05/2024, 11:41 PM
Make a workflow with a Sublist action group for items Sublist (on entry)
Add a set field value action to set the closed field to true
Then use a mass update to trigger the workflow for the specific records you want