Updating statement groups in bulk

How to update statement groups in bulk

Step 1: Add New Statement Group Codes

Navigate to:

• System > Lookup Tables Maintenance - Finance > luDebtorStatementGroup
• Add the new statement group codes. (Do NOT delete the old codes yet.)
  
  

Step 2: Update Debtors to New Statement Groups

Go to:

1. Debtor Maintenance > Debtor Search
2. Select the Statement Group you want to update first.
3. In the Debtor Selector Grid, select one debtor:

• Navigate to the General Tab.
• Update the Statement Group field (Do NOT save yet so the field stays active).

From the top menu, go to:

1. Action > Bulk Set Active Field Value...
2. Follow the bulk update instructions and commit the change at the end.

Test in Debtor Maintenance

• Use Criteria to select the new statement group.
• Confirm the debtor count matches expectations.

Repeat the above steps for all statement groups until all debtors are reassigned.

Step 3: Validate Changes and confirm old statement groups have no debtors.

• Run Debtor Aged Balances to ensure all debtors appear under the correct new statement groups and the old statement groups are empty.

Step 4: Remove Old Statement Groups

Navigate back to:

• System > Lookup Tables Maintenance - Finance > luDebtorStatementGroup
• Delete the old statement group codes