mass change intro
Module
In order to access Mass Change options, the Mass Change Module will need to be enabled. For more information on System Modules click here.
- Go to System > Modules
- Locate the Mass Change Service and click the
to install.
- Once installed the
will change to 
- An informational message will appear at the top of the grid. Click to refresh page to complete the installation.
- The checkbox in the 'Installed' column will now be checked and a Mass Change button will now be added to grids for users that have the proper permissions.
Grids with Mass Change Option
The Mass Change Option is available on the following grids.
| Menu | Page |
|---|---|
| Core | Accounts > Fund |
| Core | Accounts > Cash |
| Core | Accounts > Appropriation |
| Core | Accounts > Expenditure |
| Core | Accounts > Revenue |
| Core | Bank Accounts |
| Core | OPUs |
| Core | Projects |
| Core | Vendors |
| Transaction | AP Invoices |
| Transaction | Distributions/Error Corrections |
| Transaction | Pending Transactions |
| Transaction | Purchase Orders |
| Transaction | Receipts |
| Transaction | Refunds |
| Transaction | Requisitions |
| Transaction | Transfers/Advances |
| Budgeting | Scenarios |
| Budgeting | Proposed Amounts |
| Periodic | Building Profiles |
| Periodic | Cash Reconciliation |
| Periodic | Civil Proceedings |
| Periodic | Federal Assistance Detail |
| Periodic | Federal Assistance Summary |
| Periodic | Spending Plan |
| System | Users |
| Utilities | Account Filters |
| Utilities | Account Change |
| Accounts Receivable | Billings |
| Accounts Receivable | Customers |
| Accounts Receivable | Ledger Codes |
| Accounts Receivable | Payment Location |
| Accounts Receivable | Payments |
Permissions
Once the Mass Change Module is enabled, access is granted by default to users with Administrator access. Other users can be granted access to Create, Delete, or Execute Mass Change definitions by adding a custom Role using the following permissions. Users needing to run predefined Mass Change definitions would be granted the ADMIN_MASSCHANGE_EXECUTE permission.
- ADMIN_MASSCHANGE
- ADMIN_MASSCHANGE_CREATE
- ADMIN_MASSCHANGE_DELETE
- ADMIN_MASSCHANGE_EXECUTE
Add Role with Mass Change Execute Access
- Go to System > Roles
- Click
- Enter Role Id (name) and Description (optional)
- Locate ADMIN_MASSCHANGE_EXECUTE permission and move to Granted section
- Click
- Assign to User(s) in System > Users
- Locate user and click
to edit user - Add Role Id
- Click
Maintenance
- Script parameters
- Script definition
- Definition name
- Import
- Download
- Clear
- Save/Load definition
- Advance mode
Execution
- Script definition
- Filtering grid - number of matching entries
- Download csv first
Examples
- Creating a definition - vendor
- Importing a definition
- Accounts
- Vendor taxid