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Use mass change for vendors

  • Updated
Use mass change for vendors

You can change a data for multiple vendors at once and then validate those changes.

ClosedMass change vendor data
  1. Go to File > Vendor > Mass Change
  2. The Vendor Selection Criteria window will appear
  3. Choose one of the Criteria Options from the suggested list or create custom criteria by using the selection fields at the bottom

    In this example Category = SVC will choose all service vendors.

  4. To create a custom criteria click Add Criteria

  5. Click OK to continue
  6. The Vendor Mass Change window will appear
  7. Choose the field to be changed

    In this example the Liability G/L field is being changed on all vendors for which the Category field is SERV

  8. The window will populate with all vendors in the SVC Category
  9. Edit the first account in the “New” field and click Repeat All to fill in the rest of the records

    This is particularly useful if there are more than a few records

  10. Click Save to preserve the changes

ClosedVerify the results
  1. Go to File > Vendor > Master
  2. Click the Report button
  3. The Vendor Selection Criteria window will appear. This screen is similar to Mass Change.

  4. Choose criteria from the suggested list or proceed to the bottom to choose additional criteria
  5. Click OK to consider all vendors
  6. The Field Selection window will appear. This functions as an instant report builder and contains all of the same fields as referenced in the Mass Change.
  7. Create a quick report using vendor number, vendor name, vendor category and liability G/L. Fields on the left may be dragged and dropped to build the report on the right
  8. Content can be printed, viewed, saved as .pdf and saved as .xlsx.

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