At some point, you may need to make a change to multiple records or different types of records at the same time. This can be done by performing a bulk operation. This exercise will cover bulk change and ways to open/close daily entries.
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Bulk Change
“Bulk Change” is an efficient way you to modify and/or delete several records and record types simultaneously. In this example, the daily entries records for week ending 02-09-2020 were imported with the wrong purchase order and will be corrected via the “Bulk Change” screen.
To perform a bulk change, click on Daily Entries > Bulk Operations > Bulk Change.
The “Global Changes” interface has three (3) sections, which collectively determine how daily entries records are affected based on the specified criteria. The “Sources” section lets you tick ALL/ONLY the sources that will be affected. The “Replace” section lets you select the variable you’d like to replace (i.e. purchase order) and the item you’d like to replace with (i.e. PO Number “D123Test”). The “with” dropdown can also be left blank. You can also choose to “Remove entries” instead of replacing them. The “Filter” section lets you specify the date range for the records and outline a list of conditions that pinpoint the records to be replaced or removed.
Afterwards, click “Apply” and a notification window will pop up, showing the records affected and lets you confirm the change(s).
Upon confirming the changes, you will be notified whether it was successful and see a breakdown of the different records that were changed.
There are instances where bulk changes cannot be executed as records are already closed and cannot be further modified (without first amending records trough administrative permission). In this example, the daily entries records for week ending 03-24-2019 are already tied to a billing package, thus the purchase order CANNOT be changed via the “Bulk Change” screen.
After setting the parameters in the “Global Changes” interface and clicking “Apply” it states that no records will be modified and also lets you know the number of records that cannot be modified.
Open / Close Daily Entries
The “Bulk Operations” menu also allows users to open and/or close several records and record types simultaneously.
To open or close daily entries, click on Daily Entries > Bulk Operations > Open / Close Daily Entries.
The “Open / close daily entries” interface has three (3) sections. The “Options” section lets you specify the date range, company and shift. The “Filter” section lets you outline a list of conditions that pinpoint the records to be opened or closed. The “Sources” section lets you tick ALL/ONLY the sources that will be affected.
Afterwards, click “Apply” and a notification window will pop up, showing the number of records successfully modified.
