Bulk Editing of Line Items

You can edit line items in a number of ways that take advantage of AI Learning

Special Setup

This feature requires special setup as it is not part of a regular release. As a feature it is pre-beta. For information on installing it, contact your Conexiom representative.

Editing Many Documents Simultaneously

With the bulk-editing feature, you can edit numerous documents simultaneously. It is of value when the change you want to make is general and likely part of a larger pattern in a trading partner’s documents.

Note: At this point, the changes you make does not take advantage of AI learning, nor do they contribute to it.

To edit in bulk, in general, follow any of the regular editing rules that are available for individual editing.

Check the boxes at the left side of each row (or check the top box to check all rows) to identify what you want to change.
Click the header of the column you want to change and from the menu that displays select either Clear Column or Update Column.
1. If you select Clear Column, the contents of each cell in the column are removed.
2. If you select Update Column, a dialog box asks you to enter what you would like written in each of the cells of that column.
  For example, if the Units column reads “pcs” for “Pieces” and you want to change it to “EA” for “Each,” in the dialog box enter the letters “EA” and then click Save. The column changes accordingly.

Following are examples of editing that you may be interested in.

Note: This feature applies only to editing lines; not any information in the Header or the Footer of the document.

Bulk-Edit features	Document-Specific Editing Examples	Generalizable Pattern Examples
Reorder lines	A user reorders lines on a specific purchase order to match a unique packing slip from a new vendor whose format they haven't encountered before. This reordering is unlikely to be relevant for other vendors or standard order processing.	A user consistently reorders product lines in their sales orders to prioritize items with the highest margin or to group items by product category for easier fulfillment, across many different customer orders.
Duplicate line	A user duplicates a line on a single invoice to add a one-time charge or to correct an accidental omission specific to that particular client's situation.	A user frequently duplicates a standard "Shipping and Handling" line on all their outgoing invoices, always placing it as the last item.
Delete multiple lines	A user deletes several outdated or cancelled items from a specific, historical purchase order that they are reviewing for archival purposes. This action is unlikely to be repeated on current or future orders.	Users in an accounting department consistently delete all lines related to internal notes or comments when processing vendor invoices for payment.
Update multiple cells in a column	A user bulk-updates the "Discount" percentage for a few specific items on a single promotional order for a particular customer. These discounts are not standard.	Users regularly update the "Tax Rate" column on all invoices issued to customers within a specific state or region to a consistent value.
Delete multiple cells in a column	A user clears out the "Tracking Number" column for a batch of old orders where tracking information is no longer relevant or available.	Users consistently delete the contents of an optional "Reference Number" column on all incoming supplier invoices as their internal system uses a different reference.
Update entire column	A user changes the "Currency" for all line items on a single purchase order because it was mistakenly entered in the wrong currency for an international vendor.	Users always update the "Unit of Measure" column to "EA" (each) for all items in their internal inventory reports.
Delete entire column	A user removes a temporary "Project Code" column from a specific financial report that was only relevant for a limited-time project.	Users consistently delete the "Supplier Part Number" column from all incoming invoices because their internal system uses a different part numbering scheme.