Exact Synergy Enterprise

Updating item details in batches

Menu path

Logistics à Reports à Search à Items

Introduction

There are instances when you want to update the details of the items at once rather than update the details one by one. The following screen allows you to update the details of all the items in batches and displays the total number of items involved in the update process.

Roles & rights

All users can use this function.

Note:

1. For more details on function rights, go to System à Setup à Security à Function rights.

2. For more details on roles, go to System à Setup à Security à Roles.

How do I perform a batch update of items?

1. From the Search: Items page, define the relevant criteria that match the items that you want to update.

2. Click Show.

3. Click Update.

4. In the Division field, type or select the division to define the new division of the items.

5. In the Security level field, select an option or type the security level to specify the new security level of the items.

6. Click Save.

Fields

Update data section

Division

Type or select a division for the item.

Security level

Select a security level description and type the corresponding security level for the item. By default, the security level description and corresponding security level are predefined in Exact Synergy Enterprise.

The specific security level determines whether a user is allowed to view the item and modify the item information. To view the item and modify the item information, users need to have a security level that is equal to or higher than the security level for the item. The following predefined security levels are available:

All — The security level will be set to “0” whereby the item can be viewed by all users including the general public.
Customers — The security level will be set to “1” whereby all customers, partners, and people with security level “1” or higher are able to view the item.
Partners — The security level will be set to “2” whereby all partners and people with security level “2” or higher are able to view the item.
Customers (Specific) — Not used for items.
Partners (Specific) — Not used for items.
Internal — By default, the security level is “10” whereby the creator or owner of the item, the person linked to the item, and all users with security level “10” and above are able to view the item. You can use this security level between “10” and “99”.

Total (Items) section

This displays the total number of items that will be updated.