activant prophet 21 - epicorthe cost variance account is where the cost changes are posted edit...
TRANSCRIPT
Activant Prophet 21
Using Fast Edits on Your Database
This class is designed for…
Prophet 21 users who are involved with any type of data entry
Objectives
Identify the fast edits that are available Select and limit data to edit Update large amounts of dataEdit inventory cost Edit Item IDs
This course will NOT cover…
Item MaintenanceCustomer MaintenanceShip To MaintenanceVendor MaintenancePurchase PricingSales Pricing Pricing Service
Fast Edit
Fast edits are tools used to retrieve multiple records from the database so that you can edit the data from within those records as a group rather
than individually
Example
Let’s say, due to a change in company procedure, ALL customers will be sent statements once a month…
Example
Use Customer Fast Edit to set all customersto Generate Customer Statements
Fast Edits
Customer Fast EditShip To Fast EditVendor Fast EditItem Fast EditSales Pricing Page Fast EditPurchase Pricing Page Fast Edit
Fast Edits
Vendor RFQ Fast EditDisputed Voucher Fast EditContact Fast EditTask Fast EditSuspense Record Fast Edit
Customer Fast Edit
All Fast Edits are located under the Maintenance menu in the appropriate modules
Query
Query
Query
In some columns, operators can be used:
< > <= >=
Query
To Retrieve results, go to File > Retrieve or click
Where ‘Retrieve’ is not available, click the RMB and choose “Apply Query”
Select Columns for Editing
Select Columns for Editing window appears.You can limit the fields that display
Select Columns for Editing
Look at the Editable checkbox to see if a field can be editedMake sure to not only include fields you want to edit, but also fields for reference
Select Columns for Editing
Use “Up” and “Down” buttons to change the order of the selected columns
Fast Edits
1. Change the first record
2. Click the right mouse button, choose “Edit” and then Copy”
Fast Edits
3. Click right mouse button, choose “Edit” and then “Select Column”
Fast Edits
4. Choose “Edit”, and then “Paste”
Fast Edits
5. Save the record
Paste Special
Update a specified result set within the retrieved results Good to use when changing lots of small result sets
I.E. Zip codes
Paste Special
1. Retrieve set of records
Paste Special
2. Select Columns for Editing
Paste Special
3. Click on a field in the column you want to edit
4. Click right mouse button, choose “Edit” and then “Paste Special”
Paste Special
Columns
5. Enter Criteria
Operators
Values
Verify
Paste Expression
6. Enter value to change criteria
Paste Special
Paste Special
7. Click OK
Paste Special
8. Make any other edits
9. Save record
Items
Item Fast Edit Pricing Service Edit Inventory Cost Edit Item ID
Item Fast Edit
Item Fast Edit is divided by multiple areas
Secondary Suppliers
After clicking on the Location tab the Secondary Suppliers tab will become activated
Secondary Suppliers
Allows you to quickly add additional suppliers to items
Secondary Suppliers
1. Enter supplier and division
2. Save the record
Secondary Suppliers
3. Select a folder to save the supplier import information
Secondary Suppliers
4. Make any changes to the File Management Service if necessary
5. Press [OK]
Secondary Suppliers
6. Review the records
Secondary Suppliers
7. Click Right Mouse button and choose to Import to Database
Secondary Suppliers
System will import files
Pricing Service
Module dedicated to this Supplier provides media with changes
Sometimes information is extracted from legacy system
Layout is created Items are updated
Edit Inventory Cost
Inventory Costing Basis can NOT be edited in Item Maintenance
Edit Inventory Cost
Edit Inventory Cost
Edit item’s costs individually on the Form View tab
Edit Inventory Cost
The Cost Variance account is where the cost changes are posted
Edit Inventory Cost
Edit costs for multiple records by using the Query tab
Edit Inventory Cost
Edit the costs for retrieved items on the List View tab
Edit Item ID
Change Item IDs in the Edit Item ID window
Edit Item ID
Retain item usage history Retain Sales History
Edit Item ID
Change items individually
Edit Item ID
Edit multiple Item IDs at once
Edit Item ID
Change Item IDs on the Item ID Change List View tab
Alternate Code
Old Item ID is entered as an Alternate Code
System will retrieve new Item ID, if old Item ID is entered
Sales Pricing Page Fast Edit
Order Processing| Maintenance |Sales Pricing Page Fast Edit
Sales Pricing Page Fast Edit
Purchase Pricing Page Fast Edit
Purchasing| Maintenance |Purchase Pricing |Purchase Pricing Page Fast Edit
Summary
Familiar with the fast edits that are availableSelect and limit data to editUpdate large amounts of data at onceEdit inventory costEdit Item IDs
Published Solutions
Solution 5591 – How to use the enhanced fast edits in 9.5 and aboveSolution 4410 – How to fast edit change/add/edit the primary supplier/vendor for a range of itemsSolution 6923 – How to copy one column to another in fast editSolution 7518 – How to use paste in fast edit to update an entire column with a new value
Published Solutions
Solution 7552 – How to remove/clear/delete row data in fast editsSolution 20779 – How to use the RMB ‘filter’ option in the fast edit windows
For More Information…
Prophet 21 Help FilesVisit Activant on the web: http://distribution.activant.com/
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