When performing an ‘Update All’ Action you can elect to update records for all sections and rows related to that customer. For example, you may want to update a customer account record, a Party Site and Account Site information. You would enter ‘Update All’ into the ‘Customer Action’ column cell on the applicable row, and leave the ‘Party Site Action and the Account Site Action’ columns blank. On upload the Customer Account, Party Site and Account Site will inherit the ‘Update All’ action and be updated. Any sections will be updated if the section has valid data.
Notes:
a)This is based on a parent/child relationship. If the above scenario exists, where the customer exists and you have multiple customer account sites to update, you will need to enter ‘Update All’ for the next site row, and the following sections will inherit the update all action and so on.
b)If there are any Accepted Statuses for the section with the ‘Update All’ action populated, this will be ignored for upload as the Wizard uses these statuses to determine if the record has already been uploaded. If there is no Accepted status the record will be considered for upload.
In the example below, the ‘Customer Action’ is Update All, but there is an Accepted status in the ‘Party Site Status’ column.
After upload the site section inherits the ‘Update All’ action and the Wizard returns the message ‘Upload completed. Records that previously had a status of Accepted or Pending were not uploaded.’ and the site record is not uploaded.
c)If there are no IDs in the ID columns of the section that has an ‘Update All’ action, the Wizard will also error as this indicates that the record does not exist and cannot be updated. IDs usually populate to these columns as a result of a download/residual data.
In the example below, the ‘Customer Action’ is ‘Update All’, but there are no IDs in both the Party ID and Customer ID columns.
The Wizard returns messages referring to the IDs not being found. This infers that the IDs need to be populated to the sheet - if the intention is to update a record (either by download or manually if known), or you need to change the Customer Action to ‘Create’ to create a new record. Note that the Update All has been inherited by the Party Site Action column and is now populated where it was blank prior to upload.
