Bulk Update Smart Attributes & Cost Units
This section covers the necessary steps involved in recalculating and applying the values for smart attribute and cost unit formulas, for a given range of classifications within the Metrix Asset Management System.
In order to bulk update Smart Attribute and Cost Unit Formulas, the following prerequisites must be met:
- The component classification must have a valid Cost Unit Formula and/or Smart Attribute definition. See Define Cost Unit Formulas or Define Smart Attributes for more information.
To recalculate and apply the values for smart attribute and cost unit formulas within Metrix, for a given range of classifications, complete the following steps:
-
Navigate to the ‘Classifications’ page. (Assets Menu > Classifications).
-
Click on ‘Actions’ menu at the top of the Classifications page, and choose ‘Update Smart Attributes and Cost Unit Formulas’ to launch the bulk editing tool.
-
A dialog will appear and ask you to select the Classifications that you want to roll the update for. Once you have ticked/unticked the relevant Classification(s) to update, select ‘Fetch Components for Classifications’.
-
The dialog will fetch this information from the server and then advise you of how many components would be affected by the update. Clicking ‘Proceed’, will proceed to update any Smart Attributes and Cost Unit Formulas for the selected components.
