Executing Mass Changes for Sales Transactions

You can use this function to execute mass changes at header level and item level.

If you want to execute the changes in the dialog, you should only apply the mass change for smaller volumes of data.

Features

There are various search criteria available to you when choosing the order items to be changed. The search criteria and the fields in the result list differ from the search criteria that you can choose when you want to execute mass changes at item level.

After the mass change has been executed, the system produces a message log about the changes made and, if required, errors that occurred.

For large volumes of data, you should perform mass changes in the background in the CRM WebClient UI. You can find more information about mass changes in the background under Executing Mass Changes in the Background.

If very large volumes of data are involved and mass changes need to be carried out regularly, you should create a report and schedule it as a background job when the workload is low. The search is executed in the background at the same time. Use the example report CRM_1O_MASS_CHANGE_EXAMPLE (transaction SE38) as a template for this.

Selection of Backorder Items

You can also use this function to perform mass changes for backorder items and, for example, cancel the items.

Backorder items are those that could not be delivered, or could only be partially delivered, on the requested delivery date. The search criterion Backorder with the search value True is available for searches for backorder items.

You can refine the search for backorder items and, by specifying the requested delivery date, find those backorder items that could not be delivered by a certain date. For the operator is, the system only finds backorder items for the exact date. For the operator is on or earlier than, the system finds all backorder items up to this date.

Note Note

If you do not specify a requested delivery date, the system only finds those items that could not be delivered up to and including the current system date, that is, those that have a requested delivery date earlier than or the same as the system date.

End of the note.

Activities

To call the mass change for sales transactions in the dialog, select the menu option Mass Change (Sales Orders) in the navigation frame.
Select the required mass change type of either header level or item level in the assignment block Mass Change Type.
Enter your search criteria in the search and start the search.

The order items found by the system are displayed in a result list. All the items found are already selected. You can deselect hits or execute the required changes for all hits.
Select the pushbutton Mass Change to make the changes.
Enter the new values in the corresponding fields.
Select the pushbutton Apply to enter the changes in the fields.
In the result list, the related fields have the new value. If errors have occurred, the information about this is displayed in the Message Log Details assignment block.

Caution

As long as you have not yet saved your changes, you can cancel your entries. If you have saved the changes, you can no longer automatically undo the changes. They can only be reprocessed manually and individually. If it was scheduled for later, the job can still be canceled.

End of the caution.
Save the mass changes. The changes are only written to the database once you have saved them. The executed changes can then only be reset to their original state individually and manually.