Rules and restrictions
PO Tracker reference: rules that apply to bulk upload, the form, editing, linking and deleting.
| Rule | Applies to | Behavior |
|---|---|---|
| Tab set by PoType | Bulk upload | PoType decides the tab, regardless of the open tab. Self is not an accepted value. |
| Identifier matching | Bulk upload | Trade Partner, Location and Trade Item are matched by identifier. |
| Unmatched identifier | Bulk upload | The PO is not created; no message is shown. |
| Unit values | Bulk upload, form | Use LBS, KGM, CASES or UNITS. A row with a different value is not created. |
| Dependent location fields | Form | Locations are disabled until the partner is chosen. |
| Private visibility | Supplier POs | Private means the PO is not shared with suppliers. |
| Visibility unavailable | Form | Visibility is unavailable on Customer POs and when the chosen trade partner is not connected on Wholechain. |
| Locked fields | Edit | PO Number and partners cannot be changed. |
| No restriction by partner | Linking | A shipment from any partner can be linked. |
| Display order | Line items | Lines are not always shown in LineItemNumber order. |
| Automatic linking | Events | Linked by matching PO number and trade partner. |
| Direct receives | Events | Can be linked; never make a PO Fulfilled. |
| Manual linking | Events | Linking a shipment to a PO does not change the shipment itself. |
| Deleting a PO | Linked events | Events are unaffected and can be linked to other POs. |
| Unlinking | Supplier POs | Removing the only linked shipment returns Status to Unfulfilled. |
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