Batch Update Templates

Batch Updating enables you to apply updates from a selected template to multiple financial periods/draft templates. It also enables you to create new financial periods for a batch of entities.

Batch update templates as follows:

1. Select the Financial Period Templates | Template Manager menu option, to open the Template Manager dialog.
2. Click the Batch Update toolbar button or right-click an item and select the Batch update option to open the Batch update dialog.
3. Select a template you want to update to.
   1. Select the Create new periods check box to roll forward all selected periods based on the selected template.
   2. Select the Allow update to any template check box to apply the selected template to all periods even where it is not a later version of the existing template.
4. Click Next.
5. Select the financial periods to apply the selected update to.
6. Click Next.
7. Click Yes to proceed.
8. Click Finish.