Bulk Update

About Bulk Update

Bulk Update allows you to update the same specification and cross-referenced item information for all the desired set of items.  The non-primary attributes that are shared among each of the selected items can be edited simultaneously, saving time and effort for routine changes that affect multiple items across the board.  All changes (edits and additions) that are made in the Bulk Update Page, will be applied to all the items selected for the Bulk Update process.

When Using Bulk Update

  • All of the items selected for the Bulk Update process, should belong to the same category.
  • All updates made within the Bulk Update window will be applied to each item that was selected for the Bulk Update process.
  • In the Detailed Specifications window, only those attributes that share common values among the set of selected items will be displayed.
  • You must be logged into both CES and ENOVIA to access the Bulk Update functionality.

Accessing the Bulk Update Page

Within CES, you can access the Bulk Update Page within the Search Results window. To complete the scenario below, complete the following method:

 
If You Are Using the... Then...

Search Results Window

  1. In the Main Access Area, click the Advanced Access link

  2. In the Advanced Access window, click the Standard Search or Simple Search tab to access the search window.

  3. Complete the search criteria, and click the Search button to execute the search.

  4. In the Search Results window, select the multiple items that you want to edit, right-click, and select Bulk Update from the shortcut menu.

How To Perform Bulk Update

For the following scenario, the Accessing the Bulk Update Page: Search Results Window method is used to access the Bulk Update window.  This task explains how to edit item information in the Bulk Update Page:
  1. From the Search Results window, select the multiple items for which you want to edit.  Right-click, and select Bulk Update from the shortcut menu.  The Bulk Update Page appears.

     

  2. In the Detailed Specifications window, you can update any of the attributes that have common values for each of the items that you selected for updating.  In this scenario, manufacturing items have been selected for the Bulk Update process.  However, based on the item types you select for the Bulk Update functionality, the tabs displayed will differ.  Click inside the open fields and make the necessary changes that will be populated to each of the items.  Once complete, commit your changes by clicking the Save button.  Continue your updates by clicking the Supplier Items tab to view additional Bulk Update options.  The Supplier Item tab appears.

  3. In the Supplier Items window, you can add additional supplier items that you would like to be available for the selected parts.  To add a supplier item to each of the selected items, click the Add button. The Add Details window appears.

  4. Select the item(s) that you want to add and click the OK button.  The Supplier Items window appears with the selected items added to the list. 

  5. When complete, click the Internal Items tab to view additional Bulk Update options.  The Internal Items window appears.

  6. In the Internal Items window, you can add additional internal items that you would like to be available for the selected parts.  To add an internal item to each of the selected items, click the Add button. The Add Details window appears.

  7. Select the item(s) that you want to add and click the OK button.  The Internal Items window appears with the selected items added to the list. 

  8. When you have completed all of your updates, return to the Search Results window to view your changes.   All changes are applied to each of the selected items and are displayed.

The Bulk Update Window

This table describes the tabs displayed in the Bulk Update Page.

Fields Description
Detailed Specifications Contains the common attributes for editing that are shared among the selected items.
Supplier Items Contains the supplier items that are shared among the selected items.
Internal Items Contains the internal items that are shared among the selected items.


This table describes the buttons displayed in the Bulk Update Page:

Button Select this option to:
Saves the changes and applies them across all of the selected items.
Clears the entered information.
Cancels the Bulk Update operation.