When available, the Mass Record Selection Options menu is present at the top right corner of the MoversSuite Administration screen and is denoted by .
Figure 62: 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. |
IMPORTANT: There are several options within the Mass Record Selection Options menu that offer the ability to apply the function chosen to multiple records at a time, a time saving feature. When chosen, it will apply to all records in the listing shown. Use the Search at the top of the records listing to enter filter criteria to narrow the list to the record needed for the Mass Record Selection Option to be used. Click beside Search to open an Advanced Search, which allows a more precise search result.
Additional 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….
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Acct & Financial: Administration: Customer Service: Document Management: Operations: |
Add Branch To Personnels Shown… |
This option adds a selected Branch to all Personnel records that show within the Personnel Setup listing when this option is chosen. To refine the list before using this option, use the Advanced Find within Personnel Setup. |
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Add Items Shown to Location |
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Administration: |
This option adds the Move Type Group selected to the records listed. When “Assign Group To Items Shown” is selected, the "Assign group to Move Type Records" screen appears where the records selected can be assigned to one of the Move Type Groups available within the dropdown. |
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Duplicate All Items Shown |
This option duplicates all the Move Type records listed within Move Type Setup when this option is chosen and allows a Branch to be assigned to the duplicated records. To refine the list before using this option, use the Advanced Find within Move Type Setup. |
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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….
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Acct & Financial: Administration: Customer Service: Document Management: Operations: |
Item Code to GL Mapping Tool |
This option opens the Legacy Mover’s Suite Administration Item Code Generation screen. This screen shows you the mapping of each Item Code against its description. |
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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: |
Mass Classify Items Shown… |
This option available set the Classification for all displayed Local Service Type records.
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Operations: |
Mass Copy Van Line Code |
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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: |
Remove Branch From Personnels Shown… |
This option removes a selected Branch from all Personnel records that show within the Personnel Setup listing when this option is chosen. To refine the list before using this option, use the Advanced Find within Personnel Setup. |