Mass Contract Status Changes

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SCMaster-jk2
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Posts: 100
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    I'm trying to clean up our vendor agreements area and need to put a lot of contracts on hold. I've tried to do this with add-ins but I'm not sure which field to use to put the contract on hold.

     

    I mapped my columns as so:

     

    Group Contract Left Column Check Status

    _f2,PVH-PROCURE-GROUP _F6,PVH-VEN-AGRMT-REF Left Column Check (H),_f4, PVH-STATUS

     

    When I put "H" into the status column for "hold", nothing happens. Can anyone assist?

    Stephanie
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    Posts: 86
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      Hello,

      There is no such status as "hold", this is a numeric field. A value of 0 is unreleased, 1 is released, 2 is revised, 3 is closed. However there is a Hold-Flag field that you would upload to "Y". I believe PO25 also requires the HK as part of the upload. Hope this helps!
      Stephanie Kowal | skowal@rpic.com
      SCMaster-jk2
      Veteran Member
      Posts: 100
      Veteran Member
        Where would the hold flag be on PO25? I know there's one in PO25.6 but I haven't seen on in PO25. Thank you so much!
        Stephanie
        Veteran Member
        Posts: 86
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          No problem! It is an option under special actions.
          Stephanie Kowal | skowal@rpic.com
          SCMaster-jk2
          Veteran Member
          Posts: 100
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            How would I access the special actions menu via add-ins to put the entire contract on hold?
            MK
            Advanced Member
            Posts: 23
            Advanced Member
              You cannot use MS Add-Ins to put a contract header on hold but it can be used to put lines on hold. I suggest contacting Don Peterson ( don.peterson@infor.com )
              with Infor Lawson and see if he can create a self contained file for you. It is an Excel file that uses all the Lawson security to perform advanced form functions like the special action of Hold.
              JonA
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              Posts: 1162
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                Addins only supports the standard actions- Add, Change, Delete and not special actions. Although on the PO25 screen the only way to put the agreement on hold is to select the Hold special action, you CAN use Addins to CHANGE the HOLD-MSG field to Y even though there is not an actual field on the screen. The flag is behind the scenes. Map these fields:

                _f2,PVH-PROCURE-GROUP
                _f6,PVH-VEN-AGRMNT-REF
                _f7,HOLD-MSG

                The agreement header will be on hold and each line will be on hold just as if you selected the hold special action manually in PO25.
                Jon Athey - Sr. Supply Chain Analyst - Materials Management - MyMichigan Health
                Michelle Wetzel
                Veteran Member
                Posts: 183
                Veteran Member
                  Another useful trick in cleanup is to inactivate the vendor item on PO13.3 (Vendor Items). This in turn will automatically put the item on the agreement on hold and will also mark the vendor item as inactive. It won't help you put the entire agreement on hold but it is useful for individual changes.

                  PO 13.3 Vendor Items
                  _f2,PIV-PROCURE-GROUP
                  _f4,PIV-ITEM
                  _f5,PIV-VENDOR
                  _f13:0,LINE-FC1
                  _f14:0,PIV-VEN-ITEM1

                  Use "T" for your FC code to inactivate the vendor item.

                  Michelle




                  SCMaster-jk2
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                  Posts: 100
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                    Thank you everyone for all your help. Jon's method worked perfectly!
                    Stephanie
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                    Posts: 86
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                      Thanks Jon!

                      SCMaster - do you know about Ctrl+Shift+V? This is a helpful tool to use when you don't always know what you are looking for.
                      Stephanie Kowal | skowal@rpic.com
                      SCMaster-jk2
                      Veteran Member
                      Posts: 100
                      Veteran Member

                        Oh man - that's great! I only knew about ctrl+shift+o.

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