0718:38:45-05:00Accounts

Form ID: (CR503320)

By using this form, you can mass-update business account records by selecting the settings you want to update in the Mass Update wizard.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Initiates the update process for the business accounts that you have selected in the table. When you click this button, the Mass Update wizard opens, which you use to update a setting or multiple settings in the selected business accounts.
Process All	Initiates the update process for all business accounts listed in the table. When you click this button, the Mass Update wizard opens, which you use to update a setting or multiple settings in all the listed business accounts.

Mass Update Wizard

You can use this wizard to update a setting or multiple settings in the business accounts. You can open the wizard in one of the following ways:

By selecting a record or multiple records in the table and clicking Process on the form toolbar
By clicking Process All on the form toolbar

This wizard consists of two pages with the [2]janice.paganiniAs a global comment, we say "settings" everywhere, including in places where we really should be referring to the element (such as in the Name column). The page has a list of *elements* (and the wizard text should be talking about the elements, not fields); you can change their values or states (which are settings). To put it another way, the things listed in the Name column are elements, and the things in the Value column are settings (values or states). I'm changing these only in places where "setting" is egregiously wrong, but we might want to further tweak this later.2023/05/2020:57:13-04:00elements and attributes of the business accounts that you might want to update, and a review page with the changes the system will apply to the selected business accounts if you click Finish.

Table 1. Mass Update Wizard: Elements PageIn the table on this page, you can select each element whose settings you want to change, enter the new value or state for each selected setting, and proceed to the next page.
Element	Description
Included	An unlabeled check box that you can select to cause the system to insert the value you specify for this element in all processed business accounts.
Name	The name of the element whose value or state you can update in the processed business accounts if you select the unlabeled check box and specify a new value or state.
Value	The value (or state) that will be applied to the element in the processed business accounts if the element is selected.
To proceed, you click one of the following buttons.
Next	Goes to the next page of the wizard.
Cancel	Closes the wizard and cancels any changes.

Table 2. Mass Update Wizard: Attributes Page
In the table on this page, you can select an attribute or multiple attributes, enter the value for each selected attribute, indicate whether the attribute is required, and proceed to the next page.

This page appears if business accounts included in the processing are belong to the same business account class.

If business accounts included in the processing are belong to different business account classes, this page does not appear.
Element	Description
Included	An unlabeled check box that you select to cause the system to insert the value you specify for this attribute in all processed business accounts.
Name	The name of the attribute whose value or state you can update in the processed business accounts if you select the unlabeled check box and specify a new value or state.
Value	The value (or state) of the attribute that will be applied to the processed business accounts if this attribute is selected.
Required	A check box that you can select to make the attribute required for the selected business accounts.
To proceed, you click one of the following buttons.
Next	Goes to the next page of the wizard.
Prev	Goes to the previous page of the wizard.
Cancel	Closes the wizard and cancels any changes.

Table 3. Mass Update Wizard: Review PageOn this page, you can review the changes you are going to apply to the selected business accounts.
Element	Description
Change area	An area where you can view all the changes that you are going to apply to the processed business accounts.
To proceed, you click one of the following buttons.
Finish	Closes the wizard and applies the changes to the processed business accounts.
Prev	Goes to the previous page of the wizard.
Cancel	Closes the wizard and cancels any changes.

Table

This table contains the list of all available business accounts and their basic settings.


Column	Description
Included	An unlabeled check box that you select to include the business accounts in processing if you click Process.
Type	The type of the business account, which is one of the following: Business Account, Customer, Vendor, or Customer & Vendor.
Business Account	The identifier of the business account. The name is also a link that you can click to open the business account on the Business Accounts (CR303000) form.
Account Name	The business name of the business account.
Customer Status	The customer status of the business account. This box contains one of the following options: Prospect: The business account is a prospective customer that may be interested in signing a contract but has not made a purchase from your company yet. This option is available for selection if the business account has the Business Account type. Active: The business account is an active customer (that is, it has purchased products or services from your company); it appears in all Business Account ID lookup tables and can be specified in documents and other records. This option is available for selection if the business account has the Customer or Customer & Vendor type. On Hold: The business account (and the corresponding customer account, if applicable) is temporarily on hold. The business account and the associated customer cannot be specified in documents and other records, and they do not appear in lookup tables for the Business Account ID and Customer element. Inactive: The business account (and the associated customer, if applicable) is inactive, which might be the case if the prospective customer is no longer interested in the company or if the business account or customer is no longer doing business. The business account and the associated customer cannot be specified in documents and other records, and they do not appear in lookup tables for the Business Account ID and Customer element. Any existing document or record with the inactive account or customer specified cannot be processed; any attempt to modify the document or record results in an error. One-Time: The business account that is purchasing from the company only once. The account becomes inactive after all the payments for this sale have been received. This option is available for selection if the business account has the Customer or Customer & Vendor type. Credit Hold: The business account (which is a customer) has been put on credit hold, which prevents users from creating any new sales orders for the customer. This option is available for selection if the business account has the Customer or Customer & Vendor type.
Business Account Class	The business account class of the business account.
Parent Business Account	The identifier of the parent business account—that is, the business account of the parent company, if applicable.
Parent Business Account Name	The business name of the parent business account, if applicable.
State Name	The state or province of the main address of the business account.
Country	The country of the business account.
City	The city of the main address of the business account.
Address Line 1	The first line of the main address of the business account.
Address Line 2	The second line of the main address of the business account.
Email	The email address that is used for the business account.
Phone 1	The primary phone number that is associated with the business account.
Phone 2	An additional phone number that is associated with the business account.
Phone 3	Another additional phone number that is associated with the business account.
Fax	The fax number that is used for the business account.
Web	The website address of the customer company.
Duplicate	The duplicate validation status of the contact. This column is displayed on the form, only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Zone ID	The tax zone of the business account.
Ship Via	The carrier that is used for shipping to the prospective customer.
Workgroup	The workgroup that is assigned to work with the business account.
Owner	The employee that is assigned to work with the business account.
Created On	The date when the business account was created.
Last Modified On	The date when the business account was last updated.