Easy M3 Mass Updates explained

Jill Kotel-Andersson.

Reduce the time you spend on master data management and mass updates by up to 90%

In most organisations the task of maintaining master data and performing mass updates of data is given to the IT people and M3 superusers. This is, quite simply, because the task is difficult and requires an intimate knowledge of M3. The risk of errors and mistakes is too large for you to feel confident in delegating it to regular users.

Solutions for this exist, and they focus on reducing the amount of work needed for IT people and superusers to do the work. We want to get rid of this altogether.

What if, instead of doing the mass updates, you could focus on making it possible to let the business users do the updates themselves, in a safe and controlled way? And at a fraction of the time you spend today.

Easy mass updates step-by-step

The core of this tool consists of templates that let you work with business concepts like “customers”, “items”, “price lists” and “purchase orders”. There is no need to think about how these are spread out over different programs, tables and API:s in M3. We present them to you as you would think about them if you weren’t an M3 black belt, as logical blocks of business information.

Based on these templates you can create specific mass update scenarios. For example, you can create a scenario for changing the categorization of items, another for updating item measurements, and so forth. Each scenario only allows changing those parts that are relevant for that specific scenario, nothing more. So from the 300+ fields you might possibly want to change for items you might create many scenarios, each one aimed at a specific need for updating data. Each of these scenarios might get allocated to different people, depending on who has the best knowledge for the task in question.

From your point of view this simplifies mass updates down to three simple steps:

  1. Use a template to define a scenario.
  2. Assign the scenario to the people who should do the update.
  3. If you want you can track the changes that are made. If needed, you can also help out in correcting any errors.