Is there a method to perform updates to thousands of Customer/Vendor/Item cards all on a large scale? I know rapid start allows for importing new records, but I can’t find any documentation that indicates it can be used to change only a few fields of cards that already exist, like would it have problems validating in import?
I want to to be able change things like the Production BOM No., Production Routing No., lead time, reorder point, max inventory, reorder qty, weights, scrap %, etc, on the item cards, and fields such as Credit Limit, Payment Terms Code, Collection Method, Payment Method, in Customer Table. If I can’t use RapidStart, is there another tool I can use to update these fields in a mass/batch mode?
But yes, you should be able to use RapidStart. Just export all the fields, change the ones you need to change and import it with all the fields you don’t need changed unchanged.
Hi there. I’ve tried this to update a field on customer records, but I get the error ‘you may not enter numbers manually, please activate manual nos. in no. series CUST.’
This is obviously because Rapidstart is conflicting with the number series, even though I’m not actually updating the numbers, they are just the primary key.
I can turn on manual numbers temporarily while I do it, but is there a better way? Can I tell Rapidstart to only use the customer number as the primary key, and only update the field I want it to ?