Update Items Window
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The Update Items Window is accessed by clicking on the Update Items Button on the Project Window – Defaults Tab. Here you can selectively apply the current Project defaults to multiple Items within the Project.
This window allows you to enter a range of Item reference numbers, Locations, Proposal numbers, Vendors or Ship To codes for which the new Project Item defaults will apply. Select the defaults you wish to apply within the Update frame. Click the OK Button to apply the defaults. Design Manager will always warn you that multiple Items will be affected by the update.
Item # Range: You can apply the desired Project defaults to Items in the following manners:
Location Range: You can apply the desired Project defaults to all Items in a particular Location or range of Locations within the Project. For example, you can update all the Items within the "Living Room" by setting the Location Range to "LVGRM" to "LVGRM" where "LVGRM" is the Location code. Leaving the Location Range blank will apply the defaults to Items regardless of their Location code.
Proposal Number Range: You can apply the desired Project defaults to all Items included on a particular Proposal or range of Proposals. For example, you can update all the Items included on Proposal #0001 by setting the Proposal Range to "0001" to "0001". Leaving the Proposal Range blank will apply the defaults to Items regardless of their Proposal number(s).
Vendor Range: To apply the Project defaults to all Items for a particular Vendor or a range of Vendors, enter their code here. Leaving the Vendor Range blank will apply the selected update to all Items regardless of their Vendor. Use this along with the Mark Up/Discount selection to update Item Components that have a Vendor percentage default entered on the Vendor Defaults tab.
Ship To Range: To apply the Project defaults to all Items for a particular Ship To or range of Ship To's, enter the code here. Leaving the Ship To Range blank will apply the selected update to all Items regardless of their Ship To code. Use this along with the New Ship To update selection if you wish to change a Ship To code to a new one.
The update options let you choose which defaults to apply. Note: Please be aware that this option can radically change all Items in your project. There is no mechanism to undo the changes once the update has been run.
Leaving all of the options un-checked is also a viable setting. For example if you change the definition of the status codes, you can run an update on all items in order for the status to be immediately re-evaluated for each existing item in the project. See “Company Information Window, Item Status Tab.”
Client Deposit: Selecting the Client Deposit option will set the Item deposit percentage to the current value on the Project Window - Defaults Tab AND the Include in Deposit options for each Component Type on the Project Advanced Options Window - General Tab and recalculate the deposit amount accordingly. Further, this option will also recalculate the deposit amount based upon the current setting of the Include Sales Tax in Deposit option.
Markup/Discount: The Mark-Up/Discount option will update the Markup/Discount/Fee percentage and Percentage Type (i.e., Markup, Discount, or Fee) to the current values on the Vendor - Defaults tab or Project Advanced Options Window - General Tab and recalculate the sell price on the Component Window accordingly. Note: Please be aware that this option can radically change the sell price for all Items being updated! There is no mechanism to undo the changes once the update has been run!
Vendor Buying Terms: This option will help you to update the Vendor's Buying Terms for each component when the Buying Terms option is already selected for that component. Note: This option will overwrite the Buying Terms for all selected Components!
New Ship To: Select this option to update the Ship To's for each component. Enter the new Ship To code in the field available. Optionally select if you want to Update the Open Project PO's to have the new Ship To code. This option will go through all Open Project PO's ONLY and update their Ship To codes for the new one entered. Closed PO's will not be updated. Note: This option will overwrite the Ship To code for all selected Components!
Sales Tax: The Sales Tax option will update the taxable setting for each Component Type to the current values on the Project Advanced Options Window - General Tab AND will include any changes to the Tax Percentages on the Sales Tax Calculation Window for the Project's assigned Sales Tax Code. The Item sales tax will be recalculated accordingly. Note: Please be aware that this option can radically change the sales tax for all Items being updated! There is no mechanism to undo the changes once the update has been run!
PO Sidemark: Selecting the PO Side Mark option will set the Component side mark to value of the Project PO side mark on the Project Window - Defaults Tab. This option will also apply the setting of the Append Location to Side Mark setting on the Project Window - Defaults Tab. Note: This option will overwrite the side mark for all selected Components!