Updating Busy Records

When you select Create Review File of Busy Records in the Global Update administration settings, Global Update creates a special review file of busyrecords. (Applies only to order and invoice records.) The system-generated file does not use a numbered review file and appears in the Review Files tab of the Create Lists function. You can use the special review file to complete your changes by:

  1. Saving your Global Update command strategy.
  2. Copying the special review file to a standard review file.
  3. Applying your saved commands to the review file after the busy files have cleared.

See Global Update Settings for information on the settings options.

Updating Busy Records Using the Special Review File

To update busy records using the special review file:

  1. In Global Update, save your Global Update command strategy with the File | Save (Local) command while in the Command input tab.
  2. Choose Global Update from the Function list, and then choose the Copy icon on the toolbar. The Select file to copy from dialog box opens.
  3. Select the Global Update busy records review file you want to work with and choose OK.
  4. Once the busy records are free (See Freeing Records in Use), return to Global Update and use the Select Records tab to specify a Review file search, and then select your new review file from the drop-down list.
  5. Open the File menu and click Load (Local). The Open dialog box opens.
  6. Select your saved command set and click OK. Your saved commands appear in the Command input tab.
  7. Preview the changes in the Preview tab, and then process the records to be updated when you are satisfied with the results.

See Previewing the Records to be Updated for more information on previewing and processing changes using Global Update.