{"id":248,"date":"2022-08-02T11:16:09","date_gmt":"2022-08-02T11:16:09","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/acumatica\/?p=248"},"modified":"2024-12-02T05:16:14","modified_gmt":"2024-12-02T05:16:14","slug":"acumatica-mass-update-with-generic-inquiry","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/acumatica\/2022\/08\/02\/acumatica-mass-update-with-generic-inquiry\/","title":{"rendered":"Acumatica &#8211; Mass update with Generic Inquiry"},"content":{"rendered":"\n<p>Acumatica ERP is adaptable and effective solution that keeps on improving by adding new features. Here we are going see one of the features of Acumatica which helps in updating records more efficiently and saves time as well. As working with the <a href=\"https:\/\/www.greytrix.com\/acumatica-cloud-erp\/\">Acumatica ERP<\/a>, we are mostly familiar with the generic inquiries. Using generic inquiries, we can access data in Acumatica and all those data is available for Acumatica reporting, dashboards, Export Scenarios, etc.<\/p>\n\n\n\n<p>There are always situations where a user must update the details of multiple records with same set of values. Navigating to each record and updating it individually is not an ideal way and its time consuming. Alternatively, a user will either use the standard import functionality or create a custom import that can run from external sources. Acumatica provides a MASS UPDATE option within generic inquiries.<\/p>\n\n\n\n<p>In this blog, we will discuss about the about Mass update feature considering the Generic Inquiry screen of Customers (AR3030PL).<\/p>\n\n\n\n<p>Suppose an organization is no longer maintaining multiple currencies and only uses \u201cUSD\u201d. Here, we need to change all the customers to use \u201cUSD\u201d as Currency ID where Mass Update is the best solution in such cases. Also, some of the customers need to be made inactive.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/08\/01-Customize-Generic-Inquiry.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"Sales Order Side Panel on Sales Order GI\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/08\/01-Customize-Generic-Inquiry.png\" alt=\"Sales Order Side Panel on Sales Order GI\" width=\"1366\" height=\"532\" \/><\/a>Navigate to the Generic Inquiry screen of customers, expand Customization, and click on \u201cEdit Generic Inquiry\u201d.<\/p>\n<p>The Generic Inquiry screen will be opened with \u201cAR-Customers\u201d as auto-selected.<\/p>\n<p>Go to \u201cEntry Point\u201d tab and select \u201cEnable Mass Record Update\u201d checkbox. This will make the new \u201cMass Update Fields\u201d tab available.<a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/08\/02-Enable-Mass-Update-with-Fields.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"Sales Order Side Panel on Sales Order GI\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/08\/02-Enable-Mass-Update-with-Fields.png\" alt=\"Sales Order Side Panel on Sales Order GI\" width=\"1366\" height=\"848\" \/><\/a><\/p>\n\n\n<p>Go to \u2018Mass Update Fields\u2019 tab, add the available fields from the list for which update is required and Save the Generic Inquiry.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Reload the Customer Generic Inquiry screen (AR3030PL).<\/p>\n\n\n\n<p>After refreshing, you will see new Action buttons added as \u2018Update\u2019 (updates selected records only) and \u2018Update All\u2019 (updates all records).<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Update All<\/strong>: Update Currency of all the customers to USD<\/p>\n\n\n\n<p><\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/08\/03-Update-All.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"Sales Order Side Panel on Sales Order GI\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/08\/03-Update-All.png\" alt=\"Sales Order Side Panel on Sales Order GI\" width=\"1366\" height=\"532\" \/><\/a><\/p>\n\n\n<p>Click on Update All, select the fields that needs to be updated and choose\/enter the values as per the options available for the selected field control (Selector, Drop-down, Checkbox, \u2026).<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/08\/04-Updated-Currency.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"Sales Order Side Panel on Sales Order GI\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/08\/04-Updated-Currency.png\" alt=\"Sales Order Side Panel on Sales Order GI\" width=\"1366\" height=\"530\" \/><\/a><\/p>\n<p>On click of Finish button, processing starts for update operation. Once completed, user can see the records with updated Currency ID \u2018USD\u2019 for all customers.<\/p>\n<p><strong>Update<\/strong>: Update the customers to set it as Inactive<\/p>\n<p>Click on Update, select the fields that needs to be updated and choose\/enter the values as per the options available for the selected field control (Selector, Drop-down, Checkbox, \u2026)<\/p>\n<p>On click of Finish button, processing starts for update operation. Once completed, updated records are listed on the screen with Customer Status as Inactive.<a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/08\/05-Update-Customer-Status.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"Sales Order Side Panel on Sales Order GI\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/08\/05-Update-Customer-Status.png\" alt=\"Sales Order Side Panel on Sales Order GI\" width=\"1366\" height=\"930\" \/><\/a><\/p>\n\n\n<p>So, Generic Inquiry\u2019s Mass Update feature makes it very simple to modify the data for multiple records with multiple fields. Depending on the field type, the available control for data selection ensures that one can use the system data which in-turn reduces the possibilities of errors.<\/p>\n\n\n\n<p>Since, the update operation runs based on the standard <a href=\"https:\/\/www.greytrix.com\/acumatica-cloud-erp\/\">Acumatica<\/a> business logic, the data is modified only if it passes standard validations and throws error if the selected field is allowed for update.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>Acumatica ERP is adaptable and effective solution that keeps on improving by adding new features. Here we are going see one of the features of Acumatica which helps in updating records more efficiently and saves time as well. As working with the Acumatica ERP, we are mostly familiar with the generic inquiries. Using generic inquiries,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/2022\/08\/02\/acumatica-mass-update-with-generic-inquiry\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[4,85,86,84,87],"class_list":["post-248","post","type-post","status-publish","format-standard","hentry","category-acumatica-erp","tag-acumatica","tag-bulk-update","tag-generic-inquiry","tag-mass-update","tag-update-all"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Acumatica Mass Update: Streamline Operations<\/title>\n<meta name=\"description\" content=\"Optimize Acumatica efficiency with mass updates using generic inquiries. 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