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The Mass Update feature in CMiC allows users to propagate a value to all the records found in the queried set of records. This feature is designed to allow mass update of specific columns in specific programs only.
There will be no valid list of values (LOVs) for the mass updateable columns pop-up list and users must enter valid values to avoid any validation errors upon saving.
Mass Updateable Screens
The following programs allow Mass Update on specific columns only:
-
Job Billing > Contract Entry
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Job Billing > G/C Prepare Billing
Contract Entry – Mass Updateable Screen
Pgm: JBCONT – Contract Entry; standard Treeview path: Job Billing > Contracts > Enter Contract – Billing Codes tab
As framed in red above, the Contract Entry screen has a [Mass Update] button on the Block Toolbar for the Billing Codes tab.
When clicked, the [Mass Update] button launches a pop-up (Define Mass Update Values), with the following fields that correspond to the columns of the table, where users enter valid values as required:
Pop-up window launched from the [Mass Update] button on the Job Billing’s Contract Entry screen (standard Treeview path: Job Billing > Contracts > Enter Contract – Billing Codes tab)
The following are the mass updateable columns in the Contract Entry screen:
|
Updateable Column |
Detail |
|---|---|
|
Type |
Type |
|
WM |
Weight Measure |
|
Group 1 |
Group Code 1 |
|
Group 2 |
Group Code 2 |
|
Group 3 |
Group Code 3 |
|
Group 4 |
Group Code 4 |
|
Group 5 |
Group Code 5 |
|
Inv Fmt |
Invoice Format Code |
|
Job |
Job Code |
|
Cost Code |
Cost Code |
|
Cat |
Category Code |
|
Ret. Code |
Retainage Code |
Users may query/filter for a specific set of records for mass update of values.
Also, users may enter values in one or more columns for mass update purposes and press [Apply] to propagate the values to the queried set of records.
The [Close] button will close the pop-up without updating the column values.
Once columns reflect the mass updated values, users must explicitly click [Save] to commit the updates to the database. The program will validate the entries and commit them if all the values are valid. Errors will be displayed if there are any invalid values entered by users.
G/C Prepare Billing – Mass Updateable Screen
Pgm: JBBILL2 – Prepare Billing; standard Treeview path: Job Billing > Billing > G/C Prepare Billing
As framed in red above, the G/C Prepare Billing screen has a [Mass Update] button on the Block Toolbar of the Group 1 Summary to Group 5 Summary tabs, and on the Bill Code Detail tab.
When clicked, a pop-up (Define Mass Update Values) opens up with the following fields used to update the corresponding columns.
The following are the mass updateable columns in the G/C Prepare Billing screen:
| Updateable Column | Detail |
|---|---|
|
% Completed |
Completed Percentage |
|
Ret. % |
Retainage Percentage |
Users may enter numbers with decimal places for mass updating, but the process will round the same to two decimal places upon update of detail records.
Users may query/filter for specific set of records for mass update of values.
Also, users may enter values in either or both columns for mass update and press [Apply] to propagate the % values to the queried set of records.
[Close] will close the pop-up without updating the column values.
Once columns reflect the mass updated values, users must explicitly save the action to commit the updates to the database, and then click on [Recalc. Billings] button to recalculate billings to update the billing values. The program will validate the entries and adjust the retention %, which may be different from the mass update value in some cases. This is due to the existing rules to validate and adjust the retention % when recalculating billings.