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Order Issued — Bulk Item Changes Add-on

Free add-on that allows you to bulk edit items of an issued order

Written by Petra Roubalova

Add-on Installation

The add-on can be downloaded from our website: Add-ons - ABRA Flexi (flexibee.eu). It is free of charge and can be used both in the ABRA Flexi desktop application and in the web interface.

For the new feature to appear in the application, you need to either fully close and restart Flexi, or simply navigate away via Company - Select Company and return to the relevant company.

How Does the Add-on Work?

The "Bulk Changes to Issued Purchase Order Items" add-on allows you to perform bulk data changes on issued purchase order line items. This add-on enables changes beyond the standard Flexi feature set, with the key advantage of being able to modify multiple data fields on selected document line items simultaneously.

After activating the add-on, you will find a custom button in the top menu of the issued purchase order items view.

The add-on is available for the Business and Premium plans and is free of charge. It is available in the cloud and on a company server (with a public IP address).

We have a purchase order for which bulk changes need to be made to its line items.

First, you need to select the line items you want to update by checking the checkboxes next to them. Then click the new custom button "Bulk Change".

You will then be redirected and a new window will open in your PC's web browser (see screenshot).

In the form, select the fields you want to change or fill in, then click the "Bulk Change" button. In our example, we are adding a job order, cost center, and label to specific issued purchase order line items.

NOTE: By default, the activity, job order, and cost center in an order line item are automatically copied from the document header. In the form, you must therefore also check the "Copy Job Order / Copy Cost Center" field — as indicated by the information shown on the order line item in Flexi, which advises that this checkbox must be unchecked in order to apply the change.

After clicking the button, the page will confirm that the changes were applied successfully.

The change will be reflected in the Flexi application once you refresh the document or press the keyboard shortcut Alt + R.


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