Mass Update Records in Microsoft Dynamics AX 2012
Posted on: August 2, 2016 | By: Jarrod Kraemer | Microsoft Dynamics AX/365
Authored by: Chris Rusing
Some of you may know of a feature that was available in prior versions of AX called ‘fill utility’. This feature, now deprecated, allowed users to update a mass amount of master records. The functionality was replaced by the SQL statement updated_recordset which is a much more powerful and reliable method of mass updating. However, you may still have to go to your IT group or partner to perform such a task. Alternatively, there is a functionality in AX called Edit in grid which allows end users to quickly update master records without the help of your technical contemporaries. Let’s take a look at an example of how this could be used to update terms of payments for vendors (Please note that this still requires some manual work and the level of effort will depend on how many records you would like to alter).
1. Go to the legal entity and then the address Accounts payable> Common> Vendors> All vendors
2. In the vendor tab, click the button Edit in grid
3. It will open a new window. In that form, right click and choose personalize. Click Add fields and open up the Vendors node. Find Terms of payment and click Add at the bottom. Save the personalization.
4. Terms of payment is now available in the grid and it can be changed for each vendor in the legal entity as necessary.
5. All of the user-defined terms of payment will be available at the click of a drop down. Simply choose the new terms and continue to the next vendor. Once you are finished close out of the window.
I hope that this has been another helpful example of how to maximize your ability when it comes to utilizing Microsoft Dynamics AX 2012. For additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817.
All the best!
Logan Consulting
www.loganconsulting.com