Article Intended For
PSU Core Administrator (Admin), Financial Manager (FM), Manager (CMGR)
Introduction
PSU Cores now have the ability to perform bulk price changes and bulk service changes.
This would most likely be used to:
- Apply annual F&A cost change updates
- Create new services in bulk
There are specific columns that can be changed and are validated when uploaded. For bulk price changes, only prices can be manipulated, not names. The bulk services are only to add new services, not to change the name of current services. If you have further bulk needs or need to alter other columns then you should contact Agilent iLab support, Email Agilent iLab Support - email to ask a question or request support from Agilent.
Article Body
To turn on the option:
- Navigate to the core by clicking on the Hamburger Menu and hovering over My Cores
- Go to Administration tab
- Expand Other Settings option
- Expand iLab use only option
- Toggle, at the bottom, Allow core administrators and financial managers to bulk create and update services
- Click Apply
To update prices:
- Navigate to the core by clicking on the Hamburger Menu and hovering over My Cores
- Go to Administration tab
- Click Bulk manage prices, external visibilities, create multiple services
- This will open a new window in the current browser
- Go to Update prices and visibility
- Follow instructions carefully to download current file and make desired changes to prices. Pay attention to help with column values. Do not change name or other columns.
- Click Upload file
- A validation process will begin to check for errors
- If no errors are found, then the upload will be processed
Note: "NewStartDate" and "EndDate" cannot be the same date
Links
PSU Cores Knowledge Base Homepage - directory of all public knowledge base articles pertaining to PSU Cores
PSU Cores Users - SharePoint - a site for new information, sharing documents, and other resources
Email PSU Cores Support - email to ask a question or request support from PSU ORIS
Agilent iLab Help Site - help site from the software designers of iLab
Email Agilent iLab Support - email to ask a question or request support from Agilent
PSU Core Facilities - request services from PSU Cores