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The Services Bulk Update screen allows updating multiple Services at once. Existing User-Defined Field values will be deleted and the process will run in the background, you will receive a message when it finishes updating the services.

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Bulk Update on Inventory
Bulk Update on Inventory
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Note: Bulk Updates are limited to 400 records, even though more records can be displayed on the screen. This is an unfortunate technical limitation within PCR-360.

Fields Available

Service Catalog: Change the Service Catalog type. If a location is required for this new catalog type the Location field will also need to be bulk updated.

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  • When updating the Catalog, the process will maintain the Service Type and the Service ID Format.

  • The Catalog may only be updated for a Service if it's status is Available.

Location: Change the Location where the services are located.

Status: Change the status of the Services.

Service Host: Change  Change the Service Host of the Services.

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When a GLA is edited, the User is prompted to select when that change should apply.  Selecting "Effective Today" will apply the change immediately, while selecting "Date to Last Billed" will begin as of the date of the last Bill Run.  An example of the prompt is displayed below.

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Pools: Change the Pools assignment for the Services. Like the GLA field, selections in this field will remove all existing Pools assignments, and replace them with this selection.

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There is a known issue within PCR-360 with Services that were originally not required to have a Location but were later turned into a Multi-Location Service. This can prevent updating the Service into a Single Location Only Service Catalog. To correct this, a User must go to the Service's Charges tab and clear the Location field on each Charge. The User can then make the Service into a Single Location Service, allowing the Bulk Update process to change the Catalog.

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