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Procedure documentationMass Change

 

You can use the Mass Change service to simultaneously change the attribute values for selected customers. You can change one or more attributes for the selected customers, but each attribute must have the same new value.

Prerequisites

You have created a mass change request using the Create Change Request service.

Procedure

  1. Open the Mass Change screen

    Select the Mass Change link from the Customer Governance work center.

  2. Select customers to include

    Use the Selections list to choose the customers you want to include in your change request. Choose Next to continue.

    Note Note

    While you can select customers in the Create Change Request service, SAP recommends that you use this screen instead.

    End of the note.

  3. Refine your selection

    Use the Scope of Selection table to review your chosen customers and remove any customers you do not want to include in your change request. Choose Next to continue.

    Note Note

    If a customer you have selected already exists in the staging area, this change request overwrites it. A warning about this overwrite appears when you attempt to execute the changes.

    End of the note.

  4. Define values

    Choose the attributes you want to change and the value you want to set them to. To do so, enter the new value in the Replace With column of the attribute you want to change. This value is set for the attribute in each customer you selected. Choose Next to continue.

    Note Note

    Only attributes available for mass change are visible on this screen.

    End of the note.

  5. Check and execute

    Review your changes and choose Execute Changes to submit your change request.

Result

Once the change is submitted, the following results are possible:

  • If all customers are already contained in existing change requests where you are the owner, those change requests are modified and a warning message appears. If you are not the owner, an error message appears.

  • If none of the customers to be changed are contained in change requests, the systems asks you for a mass change request where you are the processor. You can create a mass change request with the Create Change Request service. The customers are added to the new mass change request.

  • If some customers appear in an existing change request and some do not, the system asks you for a mass change request. When you enter a mass change request, all customers that were not in a change request are added to the mass change request and those that were part of an existing change request are modified using their own change requests.

Once customers are assigned to a mass change request, the change request is usually sent to a Master Data Steward who reviews the changes. During this time the customers are stored in the master data governance staging area. Once the Master Data Steward has approved the change request and technical validation has taken place the changed customers are written to the active area.