Creating a new bulk service update batch

SECURITY  Security level with Can access Bulk Service Updater permission

NAVIGATION  Left Navigation Menu >  Contracts >  Tools/Setup > Bulk Service Updater

NAVIGATION  Left Navigation Menu > Admin > Admin Categories > Features & Settings > Contracts & Un-Posting > Bulk Service Updater

On the first page of the wizard, you select the services that will be part of the update batch. To narrow the list of services that will be updated, you can filter your list of services by service, contract, and organization. you can apply filter criteria to the following fields:

Service fields:

• Active
• Part Number
• Description
• External ID
• Internal ID
• MSP
• MPN 
• Period Type
• Code
• Name
• SKU
• Vendor
• Service

Organization fields:

• Name
• Organization
• Territory
• Category
• Manager

Contract fields:

• Name (text search for contract name)
• Contract (contract selector)
• Billing Organization
• Has Billing Organization
• Category
• Line of Business (Billing)
• Active
• Start Date
• End Date

Do the following:

1. To open the page, use the path(s) in the Creating a new bulk service update batch section above.
2. To launch the new batch update wizard, click New Batch Update.
3. Select an Effective Date. The updates will be applied to the next full unposted period that begins after this date. Partial periods and posted periods that beginning after the effective date will not be modified.
4. If you are using a multi-currency database, select a currency. Batches can only contain contracts that share the same currency.
5. Click into the filtering row.
6. Start typing the name of a filtering field. A list containing all the filtering fields listed above will appear.
   
   
7. Depending on the field type of the selected field, enter or select search values:
   • Keyword ("Contains" search):
     
   • Date range filter:
     
   • Multi-select list filter (also contains keyword search):
     
     
8. Click Apply to add the filter.
9. Add additional filter fields from any group.
   
10. When you have defined all filters, click Apply to the right of the filter bar. The services that match all applied filters appear on the results grid, each instance of the service on a separate line.
    

NOTE  You can update up to 10 services in 2000 contracts in one update batch. If you go beyond this limit, you will get a "too many services" error.

11. In the leftmost column, select the rows you want to add to the batch. You can select individual contracts, or use the bulk menu check box options to select or deselect the current page, select all pages, or clear all selections.
12. When you have selected all services you want to update, click Updates at the bottom of the page. The Update Services page will appear.

On the Update Services page, you can update the service cost, price, or cost and price in the selected contracts. Cost and prices can be updated by

• setting a specific cost and/or price
• increasing the cost and/or price by a specified amount
• increasing the cost and/or price by a certain markup percentage
• rounding the updated prices to the nearest defined increment

NOTE  Multiple services can be updated in a single process, independently from each other, that is, you can update the cost of the first service, and the price of the second.

In the Updates section, do the following:

The Preview section is dynamically updated.

On this page, you can review all organizations, contracts, and services impacted by the selections you made in the previous steps. For each individual instance, the previous and new cost and prices are displayed, and the profit is calculated.

You can make the following additional changes:

• You can modify the New Price of a line item. Click in the new price of a line item and enter a custom amount. Click the check mark to save the updated price.

NOTE  Manually updated amounts appear in italics.

• You can exclude a line item from the update by checking the selection box in the Exclude column.

When the review is complete, click Confirm & Process and acknowledge that updates cannot be undone.

The Batch <#> status page will appear. Refer to Batch status page.