Making Batch Changes to Vendor Records

If you need to make the same change or addition to several vendor records, you can make the change for all vendors at the same time. For example, if you want to assign the same claim cycle settings to several vendors, you can highlight the vendors you want and enter the changes for all the records.

You can define which fields can be changed in batch by editing the “vendor” view definition. (For more information about editing views, see the “Introduction to Horizon Views” chapter of the System Administration Guide.) You perform this task by highlighting multiple lines in the PO window and clicking Edit.

Existing information is replaced by the information you enter for the batch change.

To make batch changes to vendor records

1 Start the Vendor Table Edit process.

The default location of this process is the Acquisitions\Acquisitions Setup folder on the navigation bar.

Horizon opens the Table Editor and displays the List Vendor window.

2 Highlight each vendor record you want to apply your changes to and click Edit.

Horizon asks you if you want to make batch changes to all highlighted records.

3 Click OK.

Horizon displays the Batch Change Vendor window. This window displays the fields that you can change for multiple vendors at once.

4 Complete the fields according to the changes you want to make. Horizon will change or complete the corresponding fields on each vendor record with the information you enter here. (For a description of each field, see Edit Vendor Window.)
5 Save your changes.

 


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