Creating Item Collections

You should create and save the item collection record before adding items to it.

To create an item collection:

  1. Go to Lists > Accounting > Item Collections > New.

  2. In the Name field, enter up to 60 characters for the name of this item collection.

  3. (Optional) Enter a description of the item collection.

  4. Click Save.

To add individual items to an item collection:

  1. On the Items subtab of the item collection, click Add Items.

  2. Check the boxes for the items you want to include in the item collection and click > to move them to the Current Selections pane. You can use the Shift and Ctrl keys on your keyboard to select more than one value or to clear a value.

    To search for specific items, use the search box at the top of the Add Items window. You can also filter the list using the filter at the top of the list of items.

  3. Click Add Items.

To add items to an item collection using a mass update:

  1. On the Items subtab of the item collection, click Advanced Add.

  2. Enter a name for the update in Title of Action.

  3. Select the item collection to which you are adding items from the Item Collection list.

  4. Define a filter or filters on the Criteria subtab.

  5. Define display options for mass update results on the Results subtab.

  6. Click Preview to see which records the mass update will change.

  7. Click Perform Update to make the mass update.

    Warning

    After you click Perform Update, you cannot stop or cancel the mass update, so proceed with caution.


For more information on defining a mass update, see the help topic Defining a Mass Update.

Related Topics