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--- humanresources:utilities:transfertransactionprocessing:massupdatedelete [2018/04/26 19:38] – emoreno
+++ humanresources:utilities:transfertransactionprocessing:massupdatedelete [2020/09/28 18:27] (current) – removed emoreno
@@ Line 1: / Line 1: @@
-======Mass Update/Delete - HRS8400======
-<div #message></div>
-//**Human Resources > Utilities > Transfer Transaction Processing > Mass Update/Delete**//
-<WRAP round intro>This tab is used to perform either mass updates or deletes of existing liability transfer transactions.
-The Mass Update utility allows you to update account codes and vendors for all unprocessed transactions, regardless of pay dates. Updates can be by deduction code, account code, and/or vendor. If data is entered in the From Acct or From Vendor fields, data is also required in the To Acct or To Vendor fields.
-The Mass Delete utility can be performed on either unprocessed transfer checks, processed transfer checks, or both. At least one of the two delete options must be selected.
-</WRAP>
-====Mass update/delete deduction checks:====
-Under **Method**, select from either of the following options:
-**Mass Update**:
-^Field ^Description^
-^Deduct Code|Click {{:images:dropdown.gif|}} to select a deduction code from the list of existing unprocessed liability check transactions.\\  \\  If a deduction code is selected, account codes and/or vendor changes are applied to unprocessed liability transfer checks with the selected deduction code only.\\  \\  If a deduction code is not selected, the account codes and/or vendor changes are applied to all unprocessed transfer liability check transaction deduction codes that match the from account code and/or vendor selected.|
-^From Acct|Click {{:images:smallpicklist.gif|}} to select an account code from the list of existing unprocessed liability transfer check transactions.\\  \\  If a deduction code is selected above, account code updates only apply to deductions with that code.\\  If data is entered in the **From Acct** field, data is also required in the **To Acct** field.|
-^From Vendor|Click {{:images:smallpicklist.gif|}} to select a vendor from the list of existing unprocessed liability check transactions.\\  \\  If a deduction code is selected above, vendor updates only apply to deductions with that code.\\  \\  If data is entered in the From Vendor field, data is also required in the **To Vendor** field.|
-**Mass Delete**:
-When processed transactions are deleted, the associated check transfer transactions will no longer be available on the bank reconciliation page.
-^From Pay Date|Click {{:images:smallpicklist.gif|}} to select a pay date from the list of existing liability transactions. This is a required field.|
-^To Pay Date|Click {{:images:smallpicklist.gif|}} to select a pay date from the list of existing liability transactions. This is a required field.|
-Select **Delete Unprocessed Checks**, **Delete Processed Checks**, or both.
-At least one of the two delete check boxes must be selected.
-Click **Execute**. A message is displayed that you are about to update or delete a number of records (depending on the option selected) and asks if you want to continue.
-Click **Yes** to continue processing the update or delete function. A message is displayed when the process is completed. Click **OK**.
-Click **No** to cancel the update or delete. You are returned to the Mass Update/Delete tab.
-If the parameters selected do not meet the record criteria (e.g., transactions do not exist for the account code and vendor selected), an error message is displayed. Click **OK** to return to the Mass Update/Delete tab without processing any updates or deletes.
-{{indexmenu_n>20}}

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