This section of the system allows you to select groups of vendors and make changes to all of them at once, rather than going to each individual vendor account.
First, you must set the selection criteria for the group of vendors that you would like make changes to. Then, you must select the field that you would like to change from a list of options. The system will present you with a list of vendors, selected based on your criteria, with their current information for the category that you chose to change. Finally, you may make changes to the field for the vendors and save the changes.
You can also make mass changes to customers and products in their respective sections of the system.
To make mass changes to vendors follow the easy steps below. This function of the system is best explained through an example. For instance, you may want to change the status of all vendors that you did not purchase from last year to "Inactive/Hold". The instructions below will show you how to complete this task in a few easy steps. The same basic steps may be used to make other types of mass changes to customers.
1.Starting from the main screen, click on File > Vendor > Mass Change.
2.The Mass Change Vendor window will pop up so that you may set the selection criteria for the group of vendors that you would like to change. In this example, we want to select all vendors with a last year purchase value of zero. To select this group, we must use the Additional Selection Criteria window. From the Field drop down menu select LYR.PURCH (Last Year Purchase). From the Condition drop down menu, select Equal To. In the Value field, enter the number zero and press Tab. Then, click the OK button in the bottom right corner of the window. An example of this completed procedure is shown below.
3.The Mass Change Fields window will pop up so that you may select the field to change. Click once on the field in the window and then click the Select button. You may only select one field to change at a time.
4.Once you have selected the appropriate field, the Mass Change Vendor screen will open. This screen will display a list of the first 20 selected vendors with their current value for the selected field. Click any field in the example below for more information.
To the right, you will see a navigation box that will display the number of the page you are currently viewing (1 out of 7 in this example), as well as the total number of vendors that have been selected based on your criteria (122 in this example).You may use these buttons to move from one page to another, as well as to jump to a specific page number. Click on any button to the right to learn more about its function.
Below this box you will see the Options box. These buttons can be used to make your mass change more efficiently. Click on any button to the right to learn more about its function.
Now let's make our change. We want to change the status of all of these vendors to "Inactive/Hold". Click in the New Value field for the first vendor on the list. From the drop down menu, select "Inactive/Hold". Press Enter and the system will enter the new value and bring you to the next vendor in the list.
To expedite the process, we can use the Repeat All button, since we are assigning the same value to all selected vendors. To use this feature, click the Repeat All button after making your first change. This will assign the same new value to all vendors in the group listed after the selected vendor.
Note: When making mass changes, you may also inquire about any vendor by clicking theInquire button in the bottom toolbar. This will display the Vendor Master screen for the vendor. |