Bulk Location Update

The Bulk Site Update procedure enables you to change the Customer, Service Provider, or Alarm Company for a range of sites (also known as locations). It is most likely to be used when you are transferring a block of sites from one Service Provider to another.

To access the Bulk Site Update procedure, select \Maintenance \Sites - Bulk Update from the Main Menu. You require Accounts or Administrator access to make this selection. You can also make a bulk change Location Customers or Alarm Companies by choosing 'Bulk Change Location Customer' (see below).

The window is divided into 4 sections.

Section 1.
Reduces the list of sites in the list below to match your selections.

You can make one or more entries in the top row. It's not necessary to make the full entry, e.g.
- enter new in the Suburb field to see suburbs like Newtown, Newstead.
- place% before your entry for a wildcard search. %castle will match both CastleCrag and Newcastle
If you are using an Oracle database system, your search must have the same case. If a suburb is entered as Newtown you must search for it by entering Newtown and not NEWTOWN.
You can select a Customer, Service Provider, Alarm Company, or Post Code (if postcodes installed) by pressing a button. Pressing the same button again will clear that field.
After making your entries you must press F3 to commence the search.

Section 2.
Displays a list of sites which has been filtered according to your selection. Only tagged sites will be updated.

Highlight a site and press the Space bar to tag or untag it.
Pressing the Tag all shown button will tag all sites which correspond to your selections in Section 1. This may include sites which are not visible on the screen (because they are further down or up the list). This button is greyed out if you have made no selections in Section 1 because it would cause all sites in your database to be tagged.
Pressing the Untag all shown button untags only sites which correspond to your selections in Section 1. Other sites remain tagged.
Pressing the Untag all button removes all tags from all sites, including those which don't correspond to your selections in Section 1.
You can locate a specific site in this list by selecting a tab and typing the name. For example, to search for a site called University Bookshop, click on the Site Name tab and then type in, say univ. The list will move to the nearest match.
You can search and tag as many times as you like. When you change your search selections, the previous tags are retained (the sites can be seen in Section 3.)

Section 3.
This is a list of sites which have been tagged. You can remove a site from this list by pressing the Delete key. You can sort the list by clicking on the name at the top of a column.

Section 4.
Here you specify the changes you want to make.

If no entry is made, no change is made (e.g. if you don't enter a customer code, the site's customer will not be changed).
Click on the button to the left of an entry to clear the existing entry, or look up a new entry.
If you choose Transfer keys too, all keys for the site will be transferred to the new service provider. For more options in transferring keys, go the the Key Register (select \Operations \Keys from the Main Menu).

Bulk Change Location Customer

To reach this window, select \Accounts \Customers \Bulk Change Location Customer.

This is a simplified version of the Bulk Location Update window (above) which is more suitable for Accounts staff.

To operate

Select a Customer to see all the locations currently linked to that Customer (the list may take a few seconds to display).
Select the new Customer for the locations.
Optionally, specify a new Alarm Company for the locations (the term Alarm Company may have been changed depending on your system configuration).
Select a commence date to apply the change to Charges and Services. Items which have been invoiced, marked 'Never Invoice', or marked 'Invoice Now' will not be affected. Remaining items with a Received Date on or after the specified date will be changed.
- Pricing will be recalculated for all Charges or Services which have the Customer change applied. This ensures that the new Customer's pricing is being applied but it will also mean that any manual prices will be recalculated. You should check pricing for any jobs or charges for the 'New' Customer in the Prepare Items for Invoicing window before issuing invoices.

Select the locations to change. In most cases you will click on Select All to select all locations linked to the 'old' customer.
Select or deselect additional locations by double clicking on them or highlighting them and pressing the Space bar.

Locations to be changed will display a green tick next to the location name. Press the Move Locations button to change them.