Update multiple leases business unit

You can update the business unit of multiple leases by using the Contract Bulk Update utility.

Procedure

  1. Go to Contracts > Contract Set Up > Data Utilities > Contract Bulk Update (under Data Utilities).
  2. Click Add.
  3. On the Contract Bulk Update form, select Process Type as Update Business Unit in the General section.
  4. Click on Create Draft action.
  5. General tab becomes hidden and Update Business Unit tab becomes visible with the details of the General section.
  6. Select an Organization record in From Business Unit and To Business Unit fields.
  7. Click Save.
  8. In Contracts section, click Find.
    Depending on the value and current open fiscal period of From Business Unit field, the Contracts will be fetched that are associated with the From Business Unit field.
  9. Select the Contracts for which you want to change the Business Unit.
  10. Click Save and then click Process.
    Note: The Contract Bulk Update record closes. Once the status of the record changes to Completed, the new Business Unit is assigned to the selected Contracts.