AX2009 - Fact Sheet - Inventory Closing - Average Cost Price - Inventory Model Groups v1.0
Activant Prophet 21 - EpicorThe Cost Variance account is where the cost changes are posted Edit...
Transcript of Activant Prophet 21 - EpicorThe Cost Variance account is where the cost changes are posted Edit...
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Activant Prophet 21
Using Fast Edits on Your Database
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This class is designed for…
Prophet 21 users who are involved with any type of data entry
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Objectives
Identify the fast edits that are available Select and limit data to edit Update large amounts of dataEdit inventory cost Edit Item IDs
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This course will NOT cover…
Item MaintenanceCustomer MaintenanceShip To MaintenanceVendor MaintenancePurchase PricingSales Pricing Pricing Service
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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
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Example
Let’s say, due to a change in company procedure, ALL customers will be sent statements once a month…
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Example
Use Customer Fast Edit to set all customersto Generate Customer Statements
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Fast Edits
Customer Fast EditShip To Fast EditVendor Fast EditItem Fast EditSales Pricing Page Fast EditPurchase Pricing Page Fast Edit
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Fast Edits
Vendor RFQ Fast EditDisputed Voucher Fast EditContact Fast EditTask Fast EditSuspense Record Fast Edit
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Customer Fast Edit
All Fast Edits are located under the Maintenance menu in the appropriate modules
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Query
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Query
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Query
In some columns, operators can be used:
< > <= >=
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Query
To Retrieve results, go to File > Retrieve or click
Where ‘Retrieve’ is not available, click the RMB and choose “Apply Query”
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Select Columns for Editing
Select Columns for Editing window appears.You can limit the fields that display
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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
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Select Columns for Editing
Use “Up” and “Down” buttons to change the order of the selected columns
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Fast Edits
1. Change the first record
2. Click the right mouse button, choose “Edit” and then Copy”
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Fast Edits
3. Click right mouse button, choose “Edit” and then “Select Column”
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Fast Edits
4. Choose “Edit”, and then “Paste”
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Fast Edits
5. Save the record
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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
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Paste Special
1. Retrieve set of records
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Paste Special
2. Select Columns for Editing
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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”
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Paste Special
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Columns
5. Enter Criteria
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Operators
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Values
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Verify
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Paste Expression
6. Enter value to change criteria
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Paste Special
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Paste Special
7. Click OK
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Paste Special
8. Make any other edits
9. Save record
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Items
Item Fast Edit Pricing Service Edit Inventory Cost Edit Item ID
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Item Fast Edit
Item Fast Edit is divided by multiple areas
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Secondary Suppliers
After clicking on the Location tab the Secondary Suppliers tab will become activated
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Secondary Suppliers
Allows you to quickly add additional suppliers to items
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Secondary Suppliers
1. Enter supplier and division
2. Save the record
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Secondary Suppliers
3. Select a folder to save the supplier import information
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Secondary Suppliers
4. Make any changes to the File Management Service if necessary
5. Press [OK]
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Secondary Suppliers
6. Review the records
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Secondary Suppliers
7. Click Right Mouse button and choose to Import to Database
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Secondary Suppliers
System will import files
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Pricing Service
Module dedicated to this Supplier provides media with changes
Sometimes information is extracted from legacy system
Layout is created Items are updated
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Edit Inventory Cost
Inventory Costing Basis can NOT be edited in Item Maintenance
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Edit Inventory Cost
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Edit Inventory Cost
Edit item’s costs individually on the Form View tab
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Edit Inventory Cost
The Cost Variance account is where the cost changes are posted
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Edit Inventory Cost
Edit costs for multiple records by using the Query tab
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Edit Inventory Cost
Edit the costs for retrieved items on the List View tab
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Edit Item ID
Change Item IDs in the Edit Item ID window
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Edit Item ID
Retain item usage history Retain Sales History
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Edit Item ID
Change items individually
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Edit Item ID
Edit multiple Item IDs at once
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Edit Item ID
Change Item IDs on the Item ID Change List View tab
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Alternate Code
Old Item ID is entered as an Alternate Code
System will retrieve new Item ID, if old Item ID is entered
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Sales Pricing Page Fast Edit
Order Processing| Maintenance |Sales Pricing Page Fast Edit
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Sales Pricing Page Fast Edit
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Purchase Pricing Page Fast Edit
Purchasing| Maintenance |Purchase Pricing |Purchase Pricing Page Fast Edit
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Summary
Familiar with the fast edits that are availableSelect and limit data to editUpdate large amounts of data at onceEdit inventory costEdit Item IDs
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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
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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
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For More Information…
Prophet 21 Help FilesVisit Activant on the web: http://distribution.activant.com/
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