This site requires JavaScript to be enabled

Research: Cores - Core Bulk Price and Service Change

112 views

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:

  1. Navigate to the core by clicking on the Hamburger Menu and hovering over My Cores
  2. Go to Administration tab
  3. Expand Other Settings option
  4. Expand iLab use only option
  5. Toggle, at the bottom, Allow core administrators and financial managers to bulk create and update services
  6. Click Apply

 

Screen shot of where to click for instructions

 

To update prices:

  1. Navigate to the core by clicking on the Hamburger Menu and hovering over My Cores
  2. Go to Administration tab
  3. Click Bulk manage prices, external visibilities, create multiple services
  4. This will open a new window in the current browser
  5. Go to Update prices and visibility
  6. 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.
  7. Click Upload file
  8. A validation process will begin to check for errors
  9. If no errors are found, then the upload will be processed 

Note: "NewStartDate" and "EndDate" cannot be the same date

 

screen shot of where to click for instructions

screen shot of new window with places to click for continued instructions

 

 

Links