Normalizing records using the Bulk Update option

You can normalize all the records using the Bulk Update option in the Web Client.

Note: 
  • Only the users with Administrator role can perform these actions.
  • It is recommended to not run the bulk update, along with other bulk processes.
  • This feature is only for integrated environments with multi-currency enabled.

To normalize the records using the Bulk Update option:

  1. Select Administration > Exchange Rates or Dated Exchange Rates. The Dated Exchange Rates or Dated Exchange Rates List view is displayed.
    Note: 
    • Exchange Rates option is only available in the navigation bar when multi-currency is enabled. See Managing Currency.
    • Dated Exchange Rates is available only in the navigation bar when multi-currency and Dated Exchange Rates are enabled. See Managing Currency.
  2. Click the Bulk Update option in the Period Tasks section, on the Task Pane. The Bulk Update window is displayed.
  3. Select the Apply rates to previously normalized data check box to apply the exchange rates, applicable for the corresponding period.
  4. Select the check box corresponding to the entities that must be normalized.
  5. Click Run.
    Note: 
    • This process replaces the bulk normalization process previously executed using the Conversion Utility.
    • If you have normalized data using prior versions of Infor CRM SLX, you can use the Bulk Update option to apply the appropriate dated exchange rates to those records. The closed and the open records are updated.
    • This option is available only for the integrated environments with multi-currency enabled.
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