Updating accounts

You can use Lookup Accounts to update basic account information such as the account class or the billing cycle in bulk. For example, you might need to change the billing cycle for all accounts located in a specific area.

  1. Select Billing > Account > Lookup Accounts.
  2. Look up the accounts that you want to update.
  3. Select each account you want to update in the Account Lookup Results grid.
  4. Click Action and select Update Selected Items.
  5. In the Update Accounts dialog box, select the check box for each piece of information you want to update.
    Any fields whose check boxes you don't select won't be affected by the update. If you select a check box but don't enter anything in the corresponding field, Infor Public Sector will delete the information in that field from all selected accounts.
  6. Specify the new values in the selected fields.
  7. Click Save.