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I would like to do a mass change for a selection (about 900) customers to change the invoice template. See screen shot.
Any advice?
Build a GI to get the Customer IDs you want to change to a spreadsheet.
Build an Import Scenario to apply whatever changes you need (not quite sure what that is from your screenshot).
Try doing this on the Import Scenarios (SM206025) screen:
My Excel file looks like this:
This is what the record looks like before running the Import Scenario:
This is what the record looks like after running the Import Scenario:
Hello Tim,
Circling back to this, I am getting the below error when I try to import by scenario. I copied everything exactly like you had it.
I've attached all the necessary screenshots. One thought, when I change it manually in the customer record, the button showing "OVERRIDDEN" gets checked. Do I need to address this in the import scenario?
Thank you for your help.
This looks slightly different than my screenshot:
I also noticed that you're getting a warning on the Customer ID field:
If you hover over the warning, what does it say?
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