====== Bulk Change Default Price Code ====== == Warning ! Make a backup of Liberty before doing this process so if mistakes are made, you can quickly restore the system to the state it was before doing this process. == You can change the Default **Price Code** settings for Accounts in bulk if needed. This enables quick edit of this setting without having to go into each account one at a time. - **From** within Liberty go to **Activities > Accounts > Change Default Price Code**. \\ {{libertyreact:lib:newitem1565.png|NewItem1565.png}} \\ The Change Default **Price Code** dialog will appear. \\ {{libertyreact:lib:newitem1564.png|NewItem1564.png}} * **Account** : Enter the **Account Number** in the **From** and **Through** field. This will select all the accounts within that range. \\ Note: If One **Account** is desired in Step 1 above, enter the same account number in both the **From** and **Through** fields. * **Created** : Enter the **Created Date** in the **From** and **Through** field. This will select all the accounts within that range. * **Last Item** : Enter the **Last Entered** **Date** in the **From** and **Through** field. This will select all the accounts that have had the last item entered within that range. * **Filter Code** : This will select all the accounts associated with that **Filter Code**. * **Price Code** : This will select all the accounts with that **Price Code**. \\ Note: This selection is required. You will not be able to continue without selecting the price code you are changing from. * **New Price Code** : This is the new price code all the accounts will be switched to based on the criteria you selected above. - Press the **OK** button when done. \\ A Confirmation box will open. You can remove accounts from the list by pressing the Remove button. \\ {{libertyreact:lib:newitem1563.png|NewItem1563.png}} - Press the **OK** button when done confirming the list. \\ {{libertyreact:lib:newitem1562.png|NewItem1562.png}} ==== Next Article In Section ==== Click the following link to move to the next article in this section: \\ [[:accountmanagement1:applygroupdeduct|Apply Group Deductions]] ==== Related Topics ==== [[accountmanagement1:bulkchangepc]] [[accountmanagement1:addnotesacct]] [[accountmanagement1:addressphonenumber]] [[accountmanagement1:applygroupdeduct]] [[accountmanagement1:clientimportexport1]] [[accountmanagement1:creatingnewmaint]] [[accountmanagement1:customizeaccount]] [[accountmanagement1:deactivatingacct]] [[accountmanagement1:deletecldata]] [[accountmanagement1:editaccountinfo]] [[accountmanagement1:editingreminders]]