08.06.02 Barcode Record Bulk Updating…

This area is used to bulk change details that appear on Barcode Detail tab of the Data Entry module.

What can be changed using a barcode bulk update?

• Supplier, Fund, Invoice.
• Cost, Depreciation, Marker.
• Status, Status Date, Order Number.
• Cat Status, Loan Period.
• Note, Last Stocktake.

Basic Steps of A Bulk Update

1. Load Utilities, perform the first backup.
2. Select Update > Barcode > Update.
3. Click through the backup warning if you have completed a backup otherwise exit and do the first backup.
4. This step depends on what records your want to select, so before continuing write down what makes the records you want to update unique or different from the rest of the database. This might be Entry Date, Supplier, Status etc.
5. Once you know what these characteristics are you can filter the database by choosing the field in the selection criteria drop down and putting in a low-high range or just putting the status etc in ‘Contains’ e.g. M.
6. Once you have set your selection criteria click ‘Apply’. Don’t worry all this does is filter your database by your selection criteria and display just those resources in the bottom section of the screen. Check these are the records you want to change and they have been selected for your bulk update.
7. The next step is to choose your ‘Replacement Field’ in the drop down – this is the field on the resources that you want to change in bulk.
8. Once you have chosen the field type then select what you would like to replace that field with in the ‘Replace with’ box.
9. Once you are happy you have the right records selected and have the right replacement data click ‘Replace’.
10. You will now be prompted to to click ‘Yes’ if you wish to proceed.
11. And that is it! All done the data has been replaced in the selected records.

Example – Steps for bulk edit of Cost… (ALWAYS backup before using Update)

1. Load the LibCode Suite and go into Utilities then go into Update.
2. Select Barcodes… from dropdown list and if backup HAS been done click Yes to pass the warning message.
3. Set Selection Criteria Field (Cost) / Low Value is 0.00 / High Value is 0.00.
4. Click Apply and check that ALL the records displayed in the data display table are actually the records you want to change.
5. If you are confident that you do want to change all the records displayed then set the Replacement Field as Cost and enter Replacement Value (20.01 for this example).
6. Click Replace and check that the number of records about to be changed is OK then click Yes to make the bulk data change…

These steps would add $20.01 into the Cost field of ALL resources that currently have no value entered (even if there are thousands of records to be changed).

Tags: barcode bulk data changes