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Bulk Update Materials - Update incorrect entries for your Materials reports
Bulk Update Materials - Update incorrect entries for your Materials reports

My techs enter information inconsistently = let the reporting chaos begin

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

Bulk update your Materials report by editing the materials with the correct information. The scenario comes up when technicians enter material information inconsistently. This includes: 

  • measurement

  • application device (equipment)

  • application method

  • dilution rate

  • target pests

Key Points

  • Verify the dilution rate for your materials are correct

  • Refer to the material label to verify material entries are correct

  • To update all materials, click the check box for Update WO's material usages

  • Note This will make permanent changes to the related material usages!

If you have to send a report to the state, or you get audited, this inconsistency might raise a red flag with the powers-that-be and they might want to look at your books more closely.

This Materials report shows an example of Brigand SB and all the inconsistent entries. The ones that are incorrect have a red circle next to them.

To fix this, go to settings/dilution rates, verify the dilution rate for that material is correct, edit the dilution rate, if necessary. 

Then go to settings/materials and edit the material. This example looks at BRIGAND SB. Refer to the material label to enter/verify the following information:

  • Material name (spelling counts!)

  • EPA Number

  • Default dilution rate

  • Default measurement

  • Default application device type

  • Default application method

  • Default target pests

At the bottom of the material page there is a check box for Update WO's material usages

  • Clicking the check box for Update WO's material usages will update all Work Orders (completed and those yet to be created) to match your new settings

  • Not selecting the check box for Update WO's material usages will leave incomplete Work Orders as is and not overwrite material information
    Do this when you want future Work Orders to be updated only

Click that check box.

Notice the Danger, Will Robinson message. This will make permanent changes to the related material usages! 

Proceed by selecting the date range. Click the Apply button. Incorrect material entries outside of that range will not be updated.

Choose what fields to update by clicking the None selected button and clicking the check box next to the fields you want to update.

Click the green Update Material button. 

A message appears stating: Are you sure? It will change all existing data. Click Ok

Another message appears stating: It takes some time. We will notify you by email when it will be done. Click Ok.

After you get the email, go back to the Materials report. The fields for that material are now updated. Note that the Applied Qty column does not change.

Also watch this video.

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