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Hello, we have a lot of purchase records where we wish to bulk edit the status from new to completed. Is this possible or do it have to be done record by record?
Thanks
Apr 09, 2024 03:39 AM
Interesting I haven't tried it from the Flex1 interface before. Typically for bulk updates like this I create a Business Adapter. https://docs.flexera.com/fnms/EN/BusnAdap/index.html
From FlexeraOne or FNMS on-prem I can export a csv or xls file with the Purchase names and Status fields. Modify the Status fields from New to Completed, create the adapter in Business Adapter Studio and run a bulk update. Using the Adapter studio will update the existing records and not apply duplicates.
Still though let's see if anyone else has a suggestion using the UI
Apr 10, 2024 10:15 AM
As far as I know, purchase records cannot be bulk-edited using the web UI.
May 03, 2024 06:10 AM
I was told by Flexera that if I use the purchase upload function (Data Collection/IT Assets Inventory Tasks/Data Imports) , using the Flexera template, it could not be edited to change from New to completed. We had to go to each record to make the change.
May 03, 2024 07:11 AM