Updating Multiple Records in Dynamics AX 2009 Using the Fill Utility

Posted Wednesday, January 6th, 2010 by Brad Koontz

There are many data maintenance tasks that are simply too big for manual updating, but too small to justify writing scripts and using IT resources.  Dynamics AX 2009 features a Fill Utility that allow you to update multiple records at the same time.  For example, if you decide to change the Cash Discount for all customers or a group of customers, you can use fill utility to update all the selected customers at the same time.

  1. Open the form where the field that you want to update is displayed.
  2. Right-click the field that you want to update and select Record info from the menu.
  3. Click the “Fill Utility” button.
  4. Use the Inquiry to select which records should be updated.  For example, if you only wanted to update the Cash Discount for customers in a certain State, then you would select ‘Sales District’ in the ‘Field’ field that is related to the Customers Table.  This will return only customers that match that criteria.
  5. Once the Fill Utility form is open, you can see the records you are about to change/update.  Remember, in this form you can remove any records you do not wish to update.
  6. Click OK, and the New Field Value window opens.  From here you enter the desired field and click OK again.  This will update your records!

fu1

Of note; not all fields are available in AX for Fill Utility.  Also, not all users have access to Fill Utility.  This feature is only available if the Fill utility configuration key is selected and the Fill utility security key is enabled.

To view changes that were made using the Fill Utility, see Basic/Inquires/Fill Utility Log

Tags: ,

Posted in AX Training, Development, Dynamics AX, System - AX

You can follow any responses to this entry through the RSS 2.0 feed.

You can leave a response, or trackback from your own site.

Not yet using Dynamics AX? I.B.I.S., Inc. gives you the Dynamics AX options you want, and the business results you need.
Learn more about our Dynamics AX solutions

Leave a Reply

*
*