Mass borrower change
Learn how to mass change Borrower Group, Type, or Class in Amlib.
This process can be used to change Borrower Group, Type, Class, etc. The example used here is
Borrower Group
Launch the
Amlib
client
Go to
Main
>
Borrowers
>
BorrowerWhere
– the Borrower Where screen will display
Create a Where clause – for example: Group =
CHI
(this will search for all Borrowers who are in that particular group)
Highlight the field to search on:
Group
Choose Operator:
=
Enter the Where condition, or the exact data you want to find – for example:
CHI
Click the
Paste
button to insert the clause into the table
Click on the
F7 QtoFile
button – the Borrower Saved Query Results screen will now display:
Click on the
F1 New
button to create a new Saved File
Type in a name for the file in the Details column – for example:
Groups to Change
Click on
F3 Save
button
Highlight the new Saved File and click on the
F9 Select
button to save results to this file
A prompt will display noting the number of borrowers contained in the file
Click the
OK
button
Go to
Main
>
Borrowers
>
Borrower
– the Borrower screen will display
Select
File
> DisplayFile – the Borrower Saved Query Results file screen will display
Highlight the required Saved File and click on the
F9 Select
button to display the file
From the Borrowers List screen, select
Table
>
Mass Borrower Change
The Mass Change of Borrowers within a File screen will display:
Enter the following settings:
Select the field you wish to change for all stockitems in the file example -
Group
Type in the new value example, which is what you are changing all stockitems to be – for example:
DUT
Click on the
Paste
button to insert the new criteria into the bottom table
Click on the
F3 Update
button to start the mass change
This will change all the Borrower Groups in this file so that they are now Dutch