The Mass Record Selection Options menu is present at the top right corner of the Admin screen and is denoted by .
Figure 61: Mass Record Selection Options
This menu has some common listings, available for most of the Setup menu items, and some are specific to a limited number of Setup menu items. The list below contains the most common menu options:
Function |
Description |
Refresh |
This repopulates the data currently viewed with any changes that may have been made to the data or to the search. |
Expand All Items |
This opens all record in the display for viewing or editing. |
Collapse All Items |
This minimizes all records in the display. |
Show Only Unsaved Modified Values |
This option displays records that have been edited and not yet saved. |
Show All Items |
This displays all records as if accesses the setup area for the first time. |
More specific menu options and the setup areas where they are offered are below:
Function |
Description |
Category and Subcategory |
Activate Items Shown… |
Available in limited setups, this option offers the ability to activate multiple records at once. All records on the screen will have status changed to active when Activate Items Shown is clicked. IMPORTANT: Use a search to list only the specific records you wish to be activated. Click on the dropdown arrow to open advanced search functionality, shown below. Enter search criteria and then the Search button. Once the records list is reduced to just the records you wish activated, click Activate Items Shown….
|
Acct & Financial: Administration: Customer Service: Document Management: Operations: |
Add Items Shown to Location |
|
Administration: |
Inactivate Items Shown… |
Available in limited setups, this option offers the ability to inactivate multiple records at once. All records on the screen will be inactivated when Inactivate Items Shown is clicked.
IMPORTANT: Use a search to list only the specific records you wish to be inactivated. Click on the dropdown arrow to open advanced search functionality, shown below. Enter search criteria and then the Search button. Once the records list is reduced to just the records you wish inactivated, click Inactivate Items Shown….
|
Acct & Financial: Administration: Customer Service: Document Management: Operations: |
Mass Add All Job Costing Branch Items Shown |
This option helps in copying branch-wide hourly wages of a source Labor Type Setup record to one or more destination Labor Type Setup records selected through the search function.
Refer to Labor Type Setup topic for further details. |
Administration: |
Merge Items Shown |
This option allows you to merge the records selected through a search into a single record. The application prompts you to select the record that will be the base (or primary) record that all other records merge into.
Refer to Personnel Setup for more information on this function. |
Personnel: |
Item Code Mapping |
This option opens the classic Mover’s Suite Administration screen. From the Tools menu of this screen, you can open up the Item Code Generation screen. This screen shows you the mapping of each Item Code against its description. |