Creating a new bulk service update batch

Using the service updater

The bulk service updater is a multi-page wizard that leads you through the steps necessary to update a batch of services.

NOTE  The batch updater will time out after 25 minutes of inactivity.

Batch status page

The Batch <#> status page will appear after you click Confirm & Process and if you click the Batch ID hyperlink on the Contract Service Batch Updates page.

The following information is shown:

Header

  • The batch number
  • The effective date of the changes
  • The date and time the batch was created
  • The date and time batch processing was started
  • The date and time batch processing was completed

You can also filter the table by the same set of filters as on the previous grid. Refer to Step 1: Select Items.

Table

The table contains the ist of updated services. It can be sorted by clicking each column header.

Each record in the grid indicates the status of the update in real time. The Status column can show the following statuses:

Status name

Description

Pending

The line item is not yet processed.

Excluded

The line item was manually excluded by the user.

Auto-Excluded

If the same item is currently being processed in another batch, it is automatically excluded in the current batch.

Processing

The line item is currently being processed and the following service fields in the contract are locked:

  • price
  • cost
  • margin
  • discount

NOTE  Deletion of a service from the contract is not prohibited during processing.

Complete

The updates to this service have been successfully applied.

A note is appended to each contract that contains the following information:

  • The batch ID
  • The name of the batch creator
  • The changes that were applied

Failed

The update to the line item has failed. This should be a rare occurrence, due to a network or database error. The Reason column will display an error message.

We recommend that you try the update again.

The table can be exported and downloaded in CSV or PDF format.