Fill Data Up/Down in Purchasing Activities

 

The user can copy one purchasing activity, value, or option box field to one or more fields above or below the original. The Fill Up and Fill Down functions are available within all editable columns including those with values, activities and option boxes.

 

To fill data up or down:

  1. Select the field from which to copy the activity, value, or checkbox, and insert the new value, activity, or check mark.

  2. Click Save.

  3. Using the mouse, highlight the rows above or below the selected field. In this example, the activities below the selected field (Barnett Construction Co.) are highlighted.

    • Use the left-mouse click + <Ctrl> key to select multiple, non-consecutive rows or the left-mouse click + <Shift> key to select multiple, consecutive rows.

    • Only the fields within the same column will match the change made to the original field. Copies will not result to other columns using theFill Up or Fill Down function.

  6. Click on the Fill Up or Fill Down icon. In this example, the Fill Down icon was selected.

    All highlighted rows match the original edited field.
     

  7. ClickSave.

    • Or, click Cancel.

 

 

 

Related Topics

Overview of Purchasing Activities

PO Index

Reset Release Code

Link a Purchasing Activity to a Scheduling Activity

Master Purchasing Activity

Assign a Trade

Assign Default JC Code

Assign Default JC Category

Select Location Sort

Select Option/WBS Sort

Include Selections

Document Types for E-mail

Add a Note

Assign Default Supplier

Adjusting Columns in the Grid

View Suppliers

Copy Supplier Defaults To Areas

Fill Data Left/Right

Print Purchasing Activities Default Report