Friday, 15 March 2013

Fill utility to update multiple records

You can update multiple records at the same time using the Fill utility. For example, if you decide to change the payment terms for a group of customers, instead of updating each customer account individually, you can use the Fill utility to update all these customers' cash discount terms at the same time. 
This feature only is available if the Fill utility configuration key is selected and the Fill utility security key is enabled.

 Enable Fill utility from License configuration form as shown below.

Click Apply and ok

Click Yes.

After synchronization is over, you may have to close DAX client and reopen for changes to reflect.

  1. Open the form where the field that you want to update is displayed. 
  2. Right-click the field that you want to update and select Record info from the menu. 
  3. In the Record informationform, click the Fill utility button.  
  4. Modify the query if required and select values to filter. Click OK. 
  5. Verify that the list of records to be updated is correct. 
  6. Click OK.
  7. Select the value to change the field to for the list of records. 
  8. Click OK.

Fill Utility log:
Use this form to view a record of the changes that were made using the fill utility. 
Path: Dynamics Ax > Basic > Inquiries > Fill Utility log

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