Skip to content
Smith Douglas Systems

Trade PO batch process

Module: Production
URL path: /production/trade-po-batch-process.aspx

Screenshot

Section titled “Screenshot”

Trade PO batch process

What this screen is for

Section titled “What this screen is for”

Batch cancel, reassign, or release trade POs by division, project, unit, activity, and trade filters.

How to get here

Section titled “How to get here”
  1. Sign in to SMART 2.0 (see Sign in & navigation).
  2. Open Production from the left menu (or hub linked from your role).
  3. Navigate to Trade PO batch process — the app path is /production/trade-po-batch-process.aspx.

Typical workflow

Section titled “Typical workflow”
  1. Choose batch type: Cancel POs, Reassign Trade, or Release POs.
  2. Set Division (required), then optional RTeam, Project, Unit, Activity, and trade filters.
  3. For Cancel POs: set Scheduled After and Current Trade (or narrow by Project + Unit instead of trade).
  4. For Reassign Trade: set Current Trade, New Trade, and Group (all required).
  5. For Release POs: set Current Trade (or Project + Unit).
  6. Click Run Batch Process; use Clear to reset filters.
  7. Use View Canceled POs for audit history and Excel export (trade-po-batch-process-excel.aspx).
Section titled “Related”