BULK CHANGE PROCESS IN MANAGE EASY

PURPOSE :

The Bulk change process is mainly used for the purpose of changing the data updated in the Customer Master, Supplier Master, MFR Master, Product Master. Instead of changing the data from each and every record, we can utilize this option. Using the Bulk change process we can segregate or Filter the records from the Master data and then we can update the data in the specified column as required.

The Following are the steps involved in the bulk change process,

Step 1:- Go to  Master -> Bulk Change

Step 2 :-  Select the Master in which we want to Modify (Eg., Customer Master)

Step 3 :- We can  filter  based on Customer Name, Rep Name, Area, Cust Category, Tax Area (Eg., Lets Filter the customer Based on the Area)

Step 4:-  Then Click on Find Button, Now the customer with respect to the listed area will be populated.

Step 5 :- We can even Filter the Customer Details based on the Field name, Eg., If we want to Filter the registered Customer from the selected area. We can utilize the Option.

Step 6 :- After providing the Field name filter then click on Find. Now the registered customer in the  area is populated.

Step 7 :- Now Click on Bulk Change Button, We can able to modify the fields which is only listed in the Field Selection Option.

Step 8 :- Lets update the Credit Days Column for the Customer. Provide the Old Value which is 0. Then update the New Value 30. Then click on Update Button.

Step 9 :- After the data is updated system will throw an alert based on the No. of rows updated. Then click on OK button.