You can use the Mass Update functions to edit and update items, categories and item assignments when you want to change many items or categories and/or many organizations. Mass update item searches are not subject to the 200 item search limit like the spreadsheet option (see: Updating Existing Items Using a Spreadsheet).

Choose from the following mass update functions:

• Update Master Item Attributes

• Update Organization Item Attributes

• Update Supplier Assignment Attributes

• Update SupplierSite Assignment Attributes

• Update SupplierSite-Org Assignment Attributes

• Assign Items to Organizations

• Assign Items to Categories

• Unassign Items from Categories

• Reassign Categories

• Assign Items to Suppliers

• Assign Items to SupplierSites

• Assign Items to SupplierSite-Organizations

All mass update functions are located in the Mass Change folder/section in the navigation menu.

   To mass update master item attributes:

1. From the navigation menu, in the Mass Change section, select Update Master Item Attributes.

2. In the Update Master Item Attributes: Select Items page, use either Simple Search or Advanced Search to find the items you want to update. See: Searching for Items. The Update Master Item Attributes: Review Results page appears.

3. Review the search results. If the search results returned the expected items, click Export. If you need to refine the search criteria, click Back.

4. After clicking Export, the Select Viewer page appears. Select the version of Microsoft Office® Excel on your desktop.

   Follow the instructions on your screen to download the file to your desktop. Update the spreadsheet, then upload it as described in Updating Existing Items Using a Spreadsheet.

    To mass update organization item attributes:

1. Navigate to the Update Organization Item Attributes: Select Items page.

2. Use either Simple Search or Advanced Search to find the items you want to update. See: Searching for Items. The Update Organization Item Attributes: Review Results page appears.

3. Review the search results. If the search results returned the expected items, click Next and the Select Organization page appears. If you need to refine the search criteria, click Back.

4. Search for an organization using one of the following fields:

   • Organization Code

   • Organization Name

   • Hierarchy

   Click Next and the Update Organization Item Attributes: Review Organizations page lists all organizations matching your search criteria.

5. Select the organizations you want to update, then click Next and the Update Organization Attributes: Review Results page appears. If you want to refine the Organization search, click Back. Otherwise, click Export.

6. The Select Viewer page appears. Select the version of Microsoft Office® Excel on your desktop.

   Follow the instructions on your screen to download the file to your desktop. Update the spreadsheet, then upload it as described in To update existing items using an Excel spreadsheet with the following exceptions in the Upload Parameters window:

   • Enter the Batch Name

   • Select an import option:

     • Immediately on data load - automatically updates the Oracle Item Master table with matched data.

     • Schedule Data and Time - select the date and time to import the confirmed items or structures in the batch.

     • None - leaves the data in the Import Workbench. You can manually import the data at a later time.

   • Select whether to create a new change order, add to an existing change order, or to not create a change order.

   To mass update supplier, supplier site, and supplier site organization assignment attributes:

The process for mass updating supplier, supplier site, and supplier site organization assignment attributes is almost the same. The only difference between mass updating assignment attributes for the three different supplier business objects is the page name. For example, when mass updating supplier assignment attributes, the first page name is Update Supplier Assignment Attributes: Supplier Assignment Search. When mass updating supplier site organization assignment attributes, the first page name is Update SupplierSite-Organization Assignment Attributes: SupplierSite-Organization Assignment Search. The following steps assume that you are mass updating supplier assignment attributes.

1. Navigate to the Update Supplier Assignment Attributes: Supplier Assignment Search page.

2. Use either Simple Search or Advanced Search to find the items you want to update. See: Searching for Items. The Update Supplier Assignment Attributes: Review Supplier Assignment page appears.

3. Review the search results. If the search results returned the expected items, click Export and the Select Viewer page appears. If you need to refine the search criteria, click Back.

4. Select the version of Microsoft Office® Excel on your desktop.

   Follow the instructions on your screen to download the file to your desktop. Update the spreadsheet, then upload it as described in To update existing items using an Excel spreadsheet .

    To mass assign items to organizations:

1. Navigate to the Assign Items to Organizations: Select Items page.

2. Enter search criteria, then click Next. See: Searching for Items. The Assign Items to Organizations: Review Items page appears.

3. Review the search results. You can filter the search results and select the items that you want to assign. If the search results returned the expected items, click Next and the Assign Items to Organizations: Select Organizations page appears. If you need to refine the search criteria, click Back.

4. Search for an organization using one of the following fields:

   • Organization Code

   • Organization Name

   • Hierarchy

   Click Next and the Assign Items to Organizations: Review Organizations page lists all organizations matching your search criteria.

5. Select the organization(s) you want to update, then click Next and the Assign Items to Organizations: Review Results page appears.

   If you want refine the Organization search, click Back. Otherwise, click Finish.

6. Review the Item Organization Assignments.

   If the items selected have associated packs or structures, the Select Options region appears. Select one of the following options:

   • Assign Packs

     Enables the selected items to share their associated (common) packs across the selected organizations. See: Referencing Common Bills and Routings and Managing the Packaging Hierarchy

   • Assign Structures

     Copies or uses a common structure associated with each of the selected items across the selected organizations. See: Referencing Common Bills and Routings

   Click Back if you need to change your selected organization(s) or Finish to proceed with assigning the items to organizations.

7. After clicking Finish, the Assign Items to Organizations: Choose Action page appears. Choose one of the following actions:

   • Apply changes to Database (This option enables you to enter changes directly into the database.)

   • Export to Excel

   Click Submit.

If you selected Apply changes to Database

8. The Schedule Request: Schedule page appears. Choose when you would like your request to run. You can choose the following:

   • Start Date - choose as soon as possible or a specific date and time.

   • Recurrence - select Never Repeat or Repeat on a certain interval, ending at a certain date and time.

   • Apply the Interval - apply the interval based on the start or completion date and time.

   • Schedule Name - optionally select a predefined schedule from the list. Select Increment Date Parameters to set the next date.

   • Save Schedule - define and save a new schedule by entering a new Schedule Name, Description, and selecting Save Schedule.

9. Click Next. The Schedule Request: Review page appears.

   Review the schedule parameters. Click Back if you need to change any of the parameters.

10. Click Submit.

    A message appears, saying your request for EGO Spreadsheet Java Concurrent Program has been scheduled and giving you the Request ID.

11. Click OK.

    The Requests page appears. From here, you can find out the details and status of your request.

If you selected Export to Excel

12. The Select Viewer page appears. Select the version of Microsoft Office® Excel on your desktop.

    Follow the instructions on your screen to download the file to your desktop. Update the spreadsheet, then upload it as described in To update existing items using an Excel spreadsheet.

   To mass assign items to suppliers, supplier sites, and supplier site organizations:

The process for mass assigning items to suppliers, supplier sites, and supplier site organizations is almost the same, and very similar to mass assigning items to organizations. The only difference between assigning items to the three different supplier business objects is the page name. For example, when assigning items to suppliers, the first page name is Assign Items to Suppliers: Select Items. When assigning items to supplier site organizations, the first page name is Assign Items to SupplierSite Organizations: Select Items. The following steps assume that you are assigning items to suppliers.

1. Navigate to the Assign Items to Suppliers: Select Items page.

2. Enter search criteria, then click Next. See: Searching for Items. The Assign Items to Suppliers: Review Items page appears.

3. Review the search results. You can filter the search results and select the items that you want to assign. If the search results returned the expected items, click Next and the Assign Items to Suppliers: Select Suppliers page appears. If you need to refine the search criteria, click Back.

4. Search for a supplier using one of the following fields:

   • Supplier

   • Supplier Number

   • DUNS Number

     This field only appears when assigning items to suppliers.

   • Tax Payer ID

     This field only appears when assigning items to suppliers.

   • Tax Registration Number

     This field only appears when assigning items to suppliers.

   You can also search for supplier sites. Select Show Supplier Sites, then search for supplier sites using the following fields:

   Note: These fields automatically appear when assigning items to supplier sites or supplier site organizations.

   • Supplier Site

   • City

   • State

   • Country

   Click Next and the Assign Items to Suppliers: Review Supplier Results page lists all suppliers matching your search criteria.

5. Select the supplier(s) you want to assign to the item(s), then click Next. The Assign Items to Suppliers: Review Results page appears.

6. Review the item supplier assignments.

   Select a display format for export, then click Go.

   Click Back if you need to change your selected supplier(s) or Finish to proceed with assigning the items to suppliers.

7. After clicking Finish, the Assign Items to Suppliers: Choose Action page appears. Choose one of the following actions:

   • Apply changes to Database (This option enables you to enter changes directly into the database.)

   • Export to Excel

   Click Submit.

If you selected Apply changes to Database

8. The Schedule Request: Schedule page appears. Choose when you would like your request to run. You can choose the following:

   • Start Date - choose as soon as possible or a specific date and time.

   • Recurrence - select Never Repeat or Repeat on a certain interval, ending at a certain date and time.

   • Apply the Interval - apply the interval based on the start or completion date and time.

   • Schedule Name - optionally select a predefined schedule from the list. Select Increment Date Parameters to set the next date.

   • Save Schedule - define and save a new schedule by entering a new Schedule Name, Description, and selecting Save Schedule.

9. Click Next. The Schedule Request: Review page appears.

   Review the schedule parameters. Click Back if you need to change any of the parameters.

10. Click Submit.

    A message appears, saying your request for EGO Spreadsheet Java Concurrent Program has been scheduled and giving you the Request ID.

11. Click OK.

    The Requests page appears. From here, you can find out the details and status of your request.

If you selected Export to Excel

12. The Select Viewer page appears. Select the version of Microsoft Office® Excel on your desktop.

    Follow the instructions on your screen to download the file to your desktop. Update the spreadsheet, then upload it as described in To update existing items using an Excel spreadsheet.

   To mass assign items to and unassign items from categories:

The processes for mass assigning items to categories and unassigning items from categories are almost identical and following the same first three steps:

• Select the catalog

• Search for items

• Review search results. Optionally, go back and search again if the results are unsatisfactory.

• The next step differs depending on the process selected:

  • Assign Items to Categories

  • Unassign Items from Categories

• The remaining steps are the same for both flows:

  • Find and select organizations

  • Review organization item search results. Optionally, go back and search again if the results are unsatisfactory.

  • Choose action:

    • Apply changes to the database immediately

    • Export items to change to Excel. Make changes, then upload the changes at a later time.

1. Navigate to one of the following mass update functions:

   • Assign Items to Categories

   • Unassign Items from Categories

   The (mass update function): Select Catalog page appears.

   Search for and select a catalog. Click Next.

2. The (mass update function): Select Items page appears.

   Use either Simple Search or Advanced Search to find the items you want to update. See: Searching for Items

   The Assign Items to Categories: Assign Items or the Unassign Items from Categories: Unassign Items page appears.

3. Select the items you want to assign or unassign, then choose a category. Click Assign or Unassign, then click Next.

4. The (mass update function): Select Organizations page appears.

   Search for an organization using one of the following fields:

   • Organization Code

   • Organization Name

   • Hierarchy

   Click Next and the Assign Items to Organizations: Review Organizations page lists all organizations matching your search criteria.

5. The (mass update function): Review Results page appears.

   Review the search results. If the search results returned the expected items, click Finish. If you need to refine the search criteria, click Back.

6. After clicking Finish, the (mass update function): Choose Action page appears. Choose one of the following actions:

   • Apply changes to Database - use this option to directly update the database

   • Export to Excel - use this option if you want to update more than the category information or need more time to determine the updates needed.

   Click Submit.

7. If you chose Export to Excel, the Select Viewer page appears. Select the version of Microsoft Office® Excel on your desktop.

   Follow the instructions on your screen to download the file to your desktop. Update the spreadsheet, then upload it as described in To update existing items using an Excel spreadsheet.

8. If you chose to Apply changes to Database, then the Schedule Request: Review page appears. Submit the concurrent program.

   To reassign categories:

1. Select Reassign Categories from the menu.

   The Reassign Categories: Select Catalog page appears.

   Search for and select a catalog. Click Next.

2. The Reassign Categories: Select Categories page appears.

   Select an origin and a destination category. Click Next.

3. The Reassign Categories: Select Organizations page appears.

   Enter an organization code, name, or hierarchy. Click Next.

4. The Reassign Categories: Review Organizations page lists all organizations matching your search criteria.

   Select only those organizations for which you want to reassign categories. If you need to refine the search criteria, click Back.

5. The Reassign Categories: Review Categories page appears.

   Review the results. If the results are as expected, click Finish. If you need to refine the categories, click Back.

6. After clicking Finish, the Reassign Categories: Choose Action page appears. Choose Apply changes to Database.

   Click Submit.

7. The Schedule Request: Review page appears. Submit the concurrent program.