Schedule Query Wizard Mass Change Records
This document applies to all license types. Content last updated 6/2/2017.
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You can make changes to multipe schedule transactions records using the Schedule Query Wizard.
Assumption: You are familiar with the basic query function to isolate the needed records. Click here to review the steps.
Mass Change Records
- Query the records you want to copy, and verify they are correct.
- Click Mass Change from the dropdown menu and click Execute Schedule Task.
- This step brings up the options to prepare to change the records.
- This step brings up the options to prepare to change the records.
- Confirm the Tax Session criteria is correct, and then click +Add Field to Change.
- Click the Field dropdown to select the one you want changed. Type in a new Value, or select it from a dropdown.
- If the field value is one contained in a table, the dropdown will be visible in the Value box. If there is no dropdown, it is a free-form text box.
- If the field value is one contained in a table, the dropdown will be visible in the Value box. If there is no dropdown, it is a free-form text box.
- Click the green check mark to save the change criteria.
- Click Add Field to Change again to include more changes in this update.
- Click Update to apply the change to your records.
- You may need to remove the filter or switch to a different one to see the changed records.
- For instance, if you are filtering on Carrier ABC Trucking, then mass changed those records to XYZ Shipping, they will no longer appear in the filtered view.
To find a record in a session that has been copied or edited vs. one that is from the original import, add the Change Ind column to the grid display. Imported records have a change indicator value of S (system) and manipulated records are M (manual).
Business Entities with Accounts mass change
To change Business Accounts fields over multiple jurisdictions, you can use Maintenance > Business Entities > Business Entities with Accounts.
