01-17-2019 5:37 AM - edited 02-03-2024 11:59 PM
Hello everybody,
does anybody knows how can I easyaly chage the payment terms of a lot of customers? Is there a App and Template for that?
Thank you in advance!
Milcho Popov
Hi Milcho,
You can use the app "Mass Maintenance Business partners" to update payment terms using a spread sheet.
Best,
Sandeep
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Hi milchopopov ,
To add to my colleague Sandeep's comment, attached please find a quick deck with some screenshots demonstrating how you could create and maintain a spreadsheet to suite your needs.
Tip:
If your business partner ID is less than 10 characters it is recommended to maintain leading zeros.
Reference Documentation:
Hope this helps!
Thank you
Feras
If you are looking for a solution outside data migration there is functionality to create similar assets in mass. It is part of the create assets app. In a pop-up, you can then change certain fields that differ between the assets. Please see the screenshot
I hope this answered your question! If it did, please mark it as the 'Best Answer' so I can continue learning and answering questions in the community.
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Although not out of the box, it looks like you can use the SOAP API for the business user to update timezone.
For example, you could write a simple iFlow on CPI to take in a csv file from Excel and bulk update the timezone for your users.
I hope this answered your question! If it did, please mark it as the 'Best Answer' so I can continue learning and answering questions in the community.
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