FXL Bulk Edit
Introduction
You can use FXL Bulk Edit to update multiple records in the data grid at once, except for the discount for items that have Locked Discount selected.
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Fields that you can’t edit display in gray in the Data Grid; they are Locked Cells. |
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To use the FieldFX Lightning package starting with version 1.291, you must use the FieldFX Managed Package version 1.672 or higher. To find the version numbers you have installed, see Check Version Number for FieldFX Managed Package and FieldFX Lightning Managed Package. |
Invoice item behavior during Bulk Edit
Bulk Edit allows you to update multiple invoice items at the same time using a single action. To preserve data integrity and pricing accuracy, invoice items behave differently during Bulk Edit than when editing a single record.
Supported Updates
Bulk Edit is intended for safe, high‑volume updates across multiple invoice items. Depending on your configuration, you can use Bulk Edit to update:
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Common non‑calculated fields
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Status or workflow‑related fields
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Administrative fields that do not affect pricing, totals, or derived values
The same value is applied to all selected invoice items.
Fields Not Editable During Bulk Edit
Some invoice item fields are intentionally restricted during Bulk Edit.
The following types of fields cannot be updated using Bulk Edit:
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Time‑based fields
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Calculated or system‑managed fields
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Fields whose values are derived from pricing rules, totals, or rollups
These fields may be editable when working with a single invoice item, but are read‑only or unavailable during Bulk Edit.
Bulk Edit vs. Single Invoice Item Edit
Bulk Edit and single‑record editing follow different validation rules.
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Bulk Edit applies one value across multiple records
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Validation rules may be more restrictive during Bulk Edit
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Fields editable on an individual invoice item may be locked during Bulk Edit
If you need to update restricted fields, edit the invoice items individually instead of using Bulk Edit.
Validation and Save Behavior
When using Bulk Edit:
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Fields that cannot be updated are disabled or unavailable for selection
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If a selected update is not permitted, the save action is blocked
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Partial updates are not applied—either all selected invoice items are updated successfully, or no changes are saved
This ensures consistency across all selected records.
Recommended Usage
| Use Bulk Edit when you need to: | Use single‑record editing when you need to: |
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| Invoice item Bulk Edit behavior was clarified starting with FXLC v1.297. |
Step-by-step Guides
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In the FX Data Grid, select the records you want to bulk edit.
The Bulk Edit displays the number of records you have selected.
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Select a field to edit from the records you selected.
If the field is not listed for selection, it is not editable.
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If the field you are editing has a dependency, the first record you select controls the filters used for lookup functions.
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A message displays when you click Set Values listing the record that controls lookups with dependencies.
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Select one of the editing controls available for the field to use:
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Click Clear values to clear the field in the selected records.
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Click Set Values and complete the fields that display to set the field to the same value in the selected records.
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Click Adjust Values and complete the fields that display to adjust the numeric value for the field in each selected record by a greater or less than percentage or amount.
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Click Update.
A message confirms the number of records updated.