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Mass Processes

Activate or Inactivate Masses

CAUTION: This process alters data. We recommend backing up your data before proceeding.

With this process, you can change the Active/Inactive status for a group of masses. The Inactive checkbox displays at the top of the Primary Information window of the mass record.

  1. On the Information tab, click Masses > Processes > Activate/Inactivate Masses.
  2. Select whether to use automatic updating or individual entry, then click Next.
  3. Select whether to make masses active or inactive, and click Next.
  4. If you selected automatic updating: Make selections to build your list of records to process, then click Next.
    Note:

    For help with conditions, see the Additional Selections section in the topic, Report Selections.

  5. If you selected individual entry: Select a mass, and click Add Mass to List. Repeat this for each record you want to process. When you're finished, click Next.
  6. Review your list. To exclude any records from processing, clear the checkbox. When you're ready to update the selected records, click Next.
  7. To change the mass statuses, click Finish.
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Last updated: July 11, 2023