Data Updater - English

Module Updater

(available from release 2.0.2401.209 - as of 2024-09)

The DataUpdater enables bulk changes to be made in documents or in the article master. This allows, for example, an article to be increased in several contracts by a certain percentage or to a fixed value at the same time. Use of this module should be restricted to administrative or managerial functions and should not be made available to every employee.

Checklist - Requirements

Before you can use the Data Updater, you should check the following points, which we have listed as a checklist:

Integrated services

Ensure that the "Integrated Services" option is enabled in the c-entron WebService Connection Manager by selecting the corresponding checkbox.

Rights

In order for this to be displayed to the user, the right "Open Data Updater Module" must be assigned.

NOTE: The module is restricted to administrative or managerial functions and should not be activated for every employee in order to ensure secure use.

Data Updater module

The "Data Updater" module can be found in the modules under Master Data.

After starting the module, you can click on the Button [New Mass Update] open a window to create an update template. This template can be saved and executed either immediately, at a later time, or on a scheduled basis.

Step-by-step instructions:

Step 1: Settings. - Data selection

In the new update template, you have the option of creating a "Designation" and a "Description" to get a better overview and immediately see what the update template is for. An example could be: "3.5% increase in rental price for Canon printer."

For each update, either Receipts (offers, orders, delivery notes, and contracts) or the Item master be updated. By clicking on "Add receipts/items," the corresponding data can be loaded.

NOTE: If a document contains multiple items, it is not necessary to update each individual item. In the next step, you can select which items should actually be adjusted.

Example: "Update documents"":

Example: "Update article":

Step 2: Results overview – Update

After all data from the selected documents or the article master has been displayed, a brief explanation of the available buttons follows for a better overview:

• Save: This button saves the current template.

• Select all items: This button can be used to select or deselect all items at once.

• Reset everything: If you are dissatisfied with the adjustments made, this button resets the data to the "initial value."

• Take over UK: Takes the retail price (RP) from the selected data.

• Take over EK: Takes the purchase price (PP) from the selected data.

• Sales price from item master: Takes the retail price (RP) from the item master.

• EK from article master: Takes the purchase price (PP) from the article master.

Now let's focus on the core function of the module: updating purchase prices (PP) and sales prices (SP).

In the section "Update EK":

• Surcharge in %: Here, the purchase price can be increased by a percentage, with up to two decimal places possible (example: purchase price of €10.00 -> update by 10.10% -> new purchase price of €11.10).

• Fixed price: Sets the purchase price to the specified fixed price (example: purchase price of €10.00 -> update to €20.00 -> new purchase price of €20.00).

In the section "Update VK":

• Markup in % on retail pricehere, the retail price can be increased as a percentage based on the current retail price, with up to two decimal places possible (example: retail price of $100.00 -> update by 10.10% -> new retail price of $111.00).

• Markup in % of EKhere, the retail price can be increased as a percentage based on the current purchase price, with up to two decimal places possible (example: retail price of $200.00 and a purchase price of $100.00 -> update by 10.10% -> new retail price of $211.00, as the 10.10% was added to the purchase price).

• Fixed price: Sets the retail price to the specified fixed price (example: retail price of €10.00 -> update to €20.00 -> new retail price of €20.00).

All relevant data, such as item code, current retail/purchase price, difference, and newly calculated retail/purchase price, are clearly displayed and visually highlighted in the grid.

NOTE: Only those items for which the "Apply" checkbox is selected will be updated and applied.
By clicking on "Finish" the settings for the selected items (check mark next to "Apply") will be applied, and you will proceed to the final step.

Step 3: Schedule or execute update - Planning

Once you have determined that the purchase price (PP) and/or sales price (SP) should be updated, you have the following options for implementation (prerequisite: integrated WebService functions must be activated):

• If you want to perform the update at a later time, you can specify the date and time. After saving the template, you can close the window.
  
  

  

  
  

• If you want the update to be performed immediately, you do not need to specify a date. By clicking on "Start update" (bottom right) or the button "Start update now" the update will be performed immediately.
  

  

In the column "Successfully executed" confirm execution with a check mark.

The window can then be closed.

Planned update templates are visible in the module and can be further processed. Executed update templates are considered "inactive" marked. About the "History" tab you can track the progress of the updates that have been performed.