You can create a formal item group (saving and naming it) when you want to change the status for a group of items and want Horizon to store the group as a named group in the database. This is particularly useful if you do not keep a hard copy record of the changes you make. (For example, you may want to retrieve a particular group to see exactly which items were in it and how the status was changed.)
You can also create a formal item group if you want to use the group again to make other changes. For example, you may want to change the item status of several items to “Damaged.” Because you know that after further assessment, some of the items may be sent to the bindery, others may be sent to another location, and all will need an internal note in the item record, you create a formal group. Using the formal group you created, you can change the item status to “Damaged” initially. You can retrieve the group later in Item Group Editor–Status Only and use it to change the item status to “Bindery” for the items you choose. The group is also available in the main Item Group Editor where you can change the location of the item and make any internal notes that you want.
To edit status information using a formal item group
1 | Do one of these options to display an item group in the List Item Group Editor–Status Only window: |
• | If you have not already created a group, create one. (For instructions, see Creating a Formal Item Group.) |
• | If you have previously created an item group, or want to use an existing group, do these steps: |
– | Choose Group, Retrieve Group. |
Horizon displays the Retrieve Group dialog box.
– | Click Groups to choose from a list of existing groups. |
– | Choose the group that you want to display. |
2 | Highlight the items whose information you want to change. (To highlight all items in the group, choose Edit, Select All.) |
3 | Click Edit. |
If you have no items highlighted, Horizon displays the edit window for the item that the select arrow was pointing to when you clicked Edit.
4 | Click OK to confirm that you want to make a batch change to all the selected records. |
Horizon displays the Batch Change Item Group Editor–Status Only window:
5 | Enter the new item status for all selected items in the group. |
6 | Save your changes. |
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