Part Multimass Update

The Part Multimass Update screen is used to copy/insert parts, prices and part information, including UPC codes, from a Master Store into other stores. The Line Code and at least one Part Number must be found in a selected location to use Multi Mass Update functionality.

 

Menu Path: Inventory, Multi-Store, Part Multimass Update, Part Multimass Update screen

 


Multi Mass Update
Displays the Multi-Location Mass Update screen. Copies/inserts parts, prices and part information, optionally including SKU/UPC codes, Alternates/Supersedes and Buy Qty Rules, from a Master Store into other stores.

Location Grid

Header [Checkbox]
Selects all locations, when checked. Deselects all locations, when unchecked.


#
Displays the store number.


Store Name
Displays the active stores in the database.


Zip
Displays the store's zip code.


Grid [Checkbox]
Selects individual stores in the store grid, when checked. Deselects individual stores in the grid, when unchecked.

Filters

Line

Reports by the Line Code. Click the button to display the 'Browse Line Codes' window to search for a line code.


When a line code is entered that does not exist in the Master Location, the system prompts, "Line not found in master location." Select a new 'Master Location' where the line code exists or enter the line code in the desired 'Master Location'.


Upon selecting a Line Code, a grid displays the 'Store #' and 'Store Name' for each selected store and 'Line Code', for information purposes only. Line Codes cannot be edited in the grid.


Start Part No
Reports by the beginning Part Number to select the range of parts.


End Part No
Reports by the ending Part Number to select the range of parts.


PN Group
Reports by the entered Part Number Group Code. Leave blank for all PN Group codes.


PN Code
Reports by the 'PN Code'. Click to display the 'P/N Code Selection' window to search for a specific 'PN Code'.


Prdt Code
Reports by the entered Product Code. Leave blank for all 'Prdt Codes'.


Line Class
Reports by the 'Line Class' code. Leave blank for all 'Line Class' codes.


Sales Class
Reports by the 'Sales Class' Code. The 'Sales Class' Code is two fields, each containing one alphanumeric character, is user-defined and updated by the Popularity Rank report. The character in the first field is the current Popularity Code. This character moves into the second field when the next ranking runs. Leave blank for all 'Sales Class' codes.


User Class
Reports by the 'User Class' Code. Leave blank for all 'User Class' codes.


Department
Reports by the 'Department' Code that classifies a specific department within a store for purchasing and reporting. Used in conjunction with 'Category'. Leave blank for all 'Departments'.


Category
Reports by the 'Category' Code that classifies specific categories within a department for purchasing and reporting. Leave blank for all Categories.   


Add SKU/UPC Codes
When checked, and 'Upd' is clicked, any SKU/UPC Codes that exist for the part in the 'Master Location' are added when the part is added to the other locations. When unchecked, the SKU/UPC Codes are not added.


Add Buy Qty Rule
When checked, and 'Upd' is clicked, any Buy Qty Rules that exist for the part in the 'Master Location' are added when the part is added to the other locations. When unchecked, the Buy Qty Rules are not added.


Insert Parts
Adds parts, when checked.


Update Part Pricing
Adds part pricing, when checked.


Update Part Information
Adds selected field part attributes, when checked.


Master Location
Displays the 'Master Location'. Click the button to display the 'Browse Locations' window to search for a new location.


Alternate / Supersedes

 

Click the 'Alternate / Supersedes' button to display the 'Add Alternates / Supersedes' window used to add alternate and supersede parts.

 

 


Add Alternates / Supersedes
When checked, and 'Upd' is clicked, any Alternates, Associations, Supersedes, and Substitutions that exist for the part in the 'Master Location' are added when the part is added to the other locations. The 'Supersede Rules' are enabled. When unchecked, Alternates, Associations, Supersedes, and Substitutions are not added. The 'Supersede Rules' are disabled.

Supersede Rules

Add the QOH to the New Item?
When checked, and 'F9 Update' is clicked, the application moves the Quantity On Hand of any old parts (that have been superseded by a new part) to the associated new part. When unchecked, the Quantity On Hand is not moved to the new part.

Add the Order Point Value to the New Item? 
When checked, and 'F9 Update' is clicked, the application moves the order point value of any old parts (that have been superseded by a new part) to the associated part. When unchecked, the order point is not moved.

Set the Do Not Reorder (DNR) Flag on the Old Item?
When checked, and 'F9 Update' is clicked, the application sets the 'DNR' flag for any old parts that have been superseded by a new part. This prevents the system from automatically generating orders for this item. When unchecked, the 'DNR' flag is not set for old parts.

Link the Sales History to the New Item?
When checked, and 'F9 Update' is clicked, the application links the sales history of the old parts to the new part. When unchecked, the sales histories for the old part and the new part remain separate.

Ok
Accepts the changes.

Cancel
Closes the window without making any changes.ding text here


Field Selections
Displays the 'Multi Mass Update Field Selections' section with all the fields from the part record that are available for copying.

 

Upd

The 'Upd' button initiates the update. When initiated, a window displays stating that the multi-location mass update is in progress.

 


The program creates a System Message upon completion of the update. The system directs to check the System Messages on the System Messages screen for comments on the update.

Multi Mass Update Field Selections

The 'Field Selections' button displays the 'Multi Mass Update Field Selections' section, which displays all the fields from the part record that are available for copying.

 

 

Field Selections
Displays the 'Multi Mass Update Field Selections' with all the fields from the part record that are available for copying. With the 'Field Selections' displayed, click on individual fields to select and click again to deselect.


Back
Closes the 'Multi Mass Update Field Selections' and returns to the Multi-Location Mass Update screen with the checked fields displayed.


Save Settings
Saves the selected fields. If settings have not changed, the button is grayed out.


Load Settings
Clears the new settings and redisplays the saved settings when changes have been made to the settings since they were saved. The button name changes to 'Reload Settings'.


All Prices / No Prices
Selects all the price field selections (displayed in green) only, when clicked once. The button name changes to 'No Prices'.


'No Prices' deselects all price related field selections.


All / None
Selects all field selections boxes, when clicked once. The button name changes to 'None'.


'None' deselects all field selections. 'None' updates parts only, without updating part record information. When no fields are selected, only the parts are added in each location.

Kits

It is not possible change the 'Sub Type' value for a kit part, the application ignores attempted update changes.

 

It is not possible to copy kit parts present the master store to other stores where the kit part is missing. An error message displays e indicating that the Kits Setup screen is the only function that can add kit parts into other stores.

 

When a 'Kit' part is displayed in the master store, and the other stores are displayed, 'Not in File' displays instead of 'Adding Part' for the 'Kit' part numbers in the stores where the 'Kit' part number is missing.

 

It is not possible to change the 'Sub Type' value for a non-kit part to a value of 'Kit' or 'BOM'.

Procedure to Copy a Line and Part Numbers from One Location to Selected Locations

To copy a line and new part numbers for a line across multiple stores, follow the steps below:

 

  1. From the Menu, select Inventory, Multi-Store, MultiMass Update. The Multi-Location Mass Update screen displays.

  2. Enter a Line Code in the 'Line' field.

  3. Enter a start and end part number in the 'Start Part No' and 'End Part No' fields. (Optional)

  4. Enter a single part filter to narrow the parts updated or leave blank for all part filters. (Optional)

  5. Select to 'Insert Parts', 'Update Part Prices', and/or 'Update Part Information'. Defaults to 'Insert Parts' checked; one field must be checked. (Optional)

  6. Add part attributes by selecting 'Add SKU / UPC Codes', 'Add Alternates / Supersedes' and/or 'Add Buy Qty Rule' as applicable. (Optional)

  7. Click 'Field Selections'. (Optional) The 'Multi Mass Update Field Selections' section displays.

  8. Select the fields from the part record to be copied. (Optional)

  9. Click 'Save Settings' if fields were selected/deselected. The settings are saved.

  10. Click 'Back'. The 'Field Selections' section closes and focus returns to the Multi-Location Mass Update screen.

  11. Click 'Upd'. Based on the Line code that was selected in the 'Line' field and the parts that were selected within the Part Number range, the program copies selected parts, part information from the' Master Location' to other selected locations. A window displays stating "Multi-Location Mass Update in Progress! Check System Messages for Completion."

  12. Click 'Ok'. When the Part Multimass Update completes, a System Message is logged.

Differences Between the Part Multimass Update Screen and the Inventory Mass Update Screen

 
1. The Part Multimass Update screen displays a list of locations that can be selected to determine which locations get updated. The Inventory Mass Update screen can optionally display a pop-up for selecting locations after the 'Update' button is clicked. Note: The System Inventory Options screen can set up a default to select all Locations (that a user has access to) so that selecting locations on the Inventory Mass Update screen is not required unless a specific list of locations is desired.

2. The Part Multimass Update screen displays the "master" location in red text font within the list of locations. All other locations updated will obtain their values from this "master" location. There is also a 'Master Location' search textbox to change the "master" location. The Inventory Mass Update screen uses the current login location (displayed in the upper-right area of the application border) to determine the "master" location. To change the "master" location, the user must close the screen, switch to another location, and then re-open the screen.

3. The Part Multimass Update screen allows the addition of alternates and supersedes to be copied from the "master" location to all other locations selected. This is accomplished by clicking the 'Alternates / Supersedes' button. The Inventory Mass Update screen does not.

4. The Part Multimass Update Screen allows 77 part attributes to be copied from the "master" location to all other locations selected. The Inventory Mass Update screen allows 76 part attributes to be copied from the "master" location to all other locations (that the user has access to). The 'Qty Available' field is not allowed to be copied.

5. The Part Multimass Update screen allows inserting of part records into all other locations selected. The Inventory Mass Update screen does not.

6. The Part Multimass Update screen allows price fields to be changed between the "master" location and all other locations selected, using the 'Price Matrix' button and pop-up. The Inventory Mass Update screen does not.

7. The Part Multimass Update screen allows alternate/supersedes, SKUs/UPCs, Buy Qty Rules, and Parts records to be copied from the "master" location to all other locations selected. The Inventory Mass Update screen does not.

8. The Part Multimass Update screen allows a user to enter up to 12 different filter criteria to define the list of part records to be copied from the "master" location to all other locations selected. The Inventory Mass Update screen allows a user to enter up to 23 different filter criteria. This screen also enables a user to display the list of part records selected by clicking the 'View Parts Selected' button.

9. The Part Multimass Update screen does not enable a user to see the list of part records selected. The Inventory Mass Update screen enables a user to display the list of part records selected by clicking the 'View Parts Selected' button.

10. The Part Multimass Update screen enables a user to save and load a list of field selections. The Inventory Mass Update screen does not.

11. The Part Multimass Update screen copies a list of selected field values from the list of part records within the "master" location to all other locations. The field values in the "master" location are not entered on this screen. They are expected to already exist on the part records in the "master" location. The Inventory Mass Update screen requires the user to enter all of the field values for all of the selected fields on the screen before they are updated on the part records within the "master" location, and all other locations (that the user selects and has access to).

12. The Part Multimass Update screen does not enable a user to "clear" (blank out alphanumeric field values or zero out numeric field values). The Inventory Mass Update screen does.