Process Flow
The mass change process consists of four steps. You navigate between these steps by choosing the Next and Back buttons located at the bottom right-hand corner of the screens.
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1. Search for contracts
You search for and select the contracts or the contract hierarchy that you want to change.
Contracts that have the status Closed cannot be changed.
2. Define mass changes
You specify the changes you want to make.
You make changes at header data level and at item data level by choosing the relevant change methods. A green tick appears next to each change parameter so that you can see where changes are already active.
Once you enter this step, the documents you have selected to be changed are locked so that other users cannot make changes to them until you are finished with this process.
3. Simulate mass changes
Here you can perform a trial run of your mass changes. This simulation step is optional.
We recommend that you perform this step so that you can check how the change methods you have chosen will be processed by the system.
You receive status messages about the change methods for each contract and can quickly see whether any errors arise in connection with the proposed changes at this stage. From this step, it is easier for you to go back and correct the error than after applying the changes.
Background processing
The system processes the changes in the background.
If there are a large number of contracts to be processed, this step could take some time to complete. In this case, you can leave the transaction so that you can, for example, carry out other tasks in the meantime.
The system sends you an e-mail once the simulation step is complete. The e-mail contains a link to the relevant screen in the application so that you can return to it when it is convenient for you to do so. If you have left the SRM application, you can only return via this link.
Here you can see the status of the changes and, if necessary, you can correct any errors by going back to the Define mass changes step.
The messages that you receive in the simulation step are not confirmation that a change has been performed. They simulate the messages you get after you apply the changes. You must complete the final step of the mass change process and apply the changes before they take effect.
4. Carry out mass changes
Here you apply the changes to the contracts.
You cannot reverse this step, which is why we advise you to perform the simulation step beforehand.
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