Needing to change all customer profiles FOB point to a certain ID. We were able to change the description but need to change or delete the ID. Any suggestions? Thanks!
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Bulk change customer profile FOP Point
Best answer by yhartman
As an alternative to Import Scenario (which might be easier in this case), you can utilize mass updates on Generic Inquiries.
To do this, go to (in this case) Customer Locations GI (AR3030P1). Edit the GI. Under the Entry Point tab, select "Enable Mass Record Update." A new tab, "Mass Update Fields," will appear. Add "FOB Point" to the list. Now go to your GI, and under Actions, you will find "Update" or "Update All." The nice thing about this method is that you can update filtered data.
Remember the mass update will be available to any user with access to edit the specific form. So you might want to turn off the mass update to avoid user mistakes.
I hope this helps!
+16Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
+1Cheers, Patrick
As an alternative to Import Scenario (which might be easier in this case), you can utilize mass updates on Generic Inquiries.
To do this, go to (in this case) Customer Locations GI (AR3030P1). Edit the GI. Under the Entry Point tab, select "Enable Mass Record Update." A new tab, "Mass Update Fields," will appear. Add "FOB Point" to the list. Now go to your GI, and under Actions, you will find "Update" or "Update All." The nice thing about this method is that you can update filtered data.
Remember the mass update will be available to any user with access to edit the specific form. So you might want to turn off the mass update to avoid user mistakes.
I hope this helps!
Yisroel Hartman • https://www.linkedin.com/in/yisroelhartman/
+13yhartman wrote:
As an alternative to Import Scenario (which might be easier in this case), you can utilize mass updates on Generic Inquiries.
To do this, go to (in this case) Customer Locations GI (AR3030P1). Edit the GI. Under the Entry Point tab, select "Enable Mass Record Update." A new tab, "Mass Update Fields," will appear. Add "FOB Point" to the list. Now go to your GI, and under Actions, you will find "Update" or "Update All." The nice thing about this method is that you can update filtered data.
Remember the mass update will be available to any user with access to edit the specific form. So you might want to turn off the mass update to avoid user mistakes.
I hope this helps!
Please review this article for Mass GI update
https://www.greytrix.com/blogs/acumatica/2022/08/02/acumatica-mass-update-with-generic-inquiry/
+13manikantad18 wrote:
yhartman wrote:
As an alternative to Import Scenario (which might be easier in this case), you can utilize mass updates on Generic Inquiries.
To do this, go to (in this case) Customer Locations GI (AR3030P1). Edit the GI. Under the Entry Point tab, select "Enable Mass Record Update." A new tab, "Mass Update Fields," will appear. Add "FOB Point" to the list. Now go to your GI, and under Actions, you will find "Update" or "Update All." The nice thing about this method is that you can update filtered data.
Remember the mass update will be available to any user with access to edit the specific form. So you might want to turn off the mass update to avoid user mistakes.
I hope this helps!
Please review this article for Mass GI update
https://www.greytrix.com/blogs/acumatica/2022/08/02/acumatica-mass-update-with-generic-inquiry/
I verified Mass Update of FOB and did not find that option in the Customer GI,
AS
Thanks
Acumatica Functional Consultant & Customer Experience Supervisor
CodyK wrote:
Needing to change all customer profiles FOB point to a certain ID. We were able to change the description but need to change or delete the ID. Any suggestions? Thanks!
This worked GREAT!! Simple and efficient. Thank you!
+16manikantad18 wrote:
manikantad18 wrote:
yhartman wrote:
As an alternative to Import Scenario (which might be easier in this case), you can utilize mass updates on Generic Inquiries.
To do this, go to (in this case) Customer Locations GI (AR3030P1). Edit the GI. Under the Entry Point tab, select "Enable Mass Record Update." A new tab, "Mass Update Fields," will appear. Add "FOB Point" to the list. Now go to your GI, and under Actions, you will find "Update" or "Update All." The nice thing about this method is that you can update filtered data.
Remember the mass update will be available to any user with access to edit the specific form. So you might want to turn off the mass update to avoid user mistakes.
I hope this helps!
Please review this article for Mass GI update
https://www.greytrix.com/blogs/acumatica/2022/08/02/acumatica-mass-update-with-generic-inquiry/
I verified Mass Update of FOB and did not find that option in the Customer GI,
AS
Thanks
HI
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
+13kbeatty21 wrote:
manikantad18 wrote:
manikantad18 wrote:
yhartman wrote:
As an alternative to Import Scenario (which might be easier in this case), you can utilize mass updates on Generic Inquiries.
To do this, go to (in this case) Customer Locations GI (AR3030P1). Edit the GI. Under the Entry Point tab, select "Enable Mass Record Update." A new tab, "Mass Update Fields," will appear. Add "FOB Point" to the list. Now go to your GI, and under Actions, you will find "Update" or "Update All." The nice thing about this method is that you can update filtered data.
Remember the mass update will be available to any user with access to edit the specific form. So you might want to turn off the mass update to avoid user mistakes.
I hope this helps!
Please review this article for Mass GI update
https://www.greytrix.com/blogs/acumatica/2022/08/02/acumatica-mass-update-with-generic-inquiry/
I verified Mass Update of FOB and did not find that option in the Customer GI,
AS
Thanks
HI
Thank you
Acumatica Functional Consultant & Customer Experience Supervisor
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