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Bulk edit the status on purchase properties

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?


(3) Replies
By Level 2 Flexeran
Level 2 Flexeran

Interesting I haven't tried it from the Flex1 interface before.  Typically for bulk updates like this I create a Business Adapter.  

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

As far as I know, purchase records cannot be bulk-edited using the web UI.

(Did my reply solve the question? Click "ACCEPT AS SOLUTION" to help others find answers faster. Liked something? Click "KUDO". Anything expressed here is my own view and not necessarily that of my employer, Flexera.)

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.