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How to mass update EAM asset rate codes

How to mass update EAM asset rate codes

Description of Issue

Can EAM asset rate codes be mass updated?

Context
  • Enterprise Asset Management

  • EAM

Cause

Informational

Resolution
  1. In Rate Codes (Enterprise ERP > Asset Maintenance > Setup Center > Rate Codes), create a find set of records and click Excel

  2. Once the spreadsheet has been generated, make any necessary updates and then click Import

  3. Once the import file has been chosen, map the import file columns

    1. If the rate amount is all that's being updated, the only required fields to map are Servicing department code, Rate code, and Rate amount

  4. Click Validate to validate the changes and review any errors/warnings

  5. Click Import

Additional Information










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