Multi-order amendments
Activity Flow

A header must be created for the Multi order amendment journal. This update journal can be used for many different bulk update cases. In this example, the business case is updating all rental order line price by 10% for one Customer account. Therefore the query filter being used is based on customer account. 

Create the MOA header, adding description and reason code for this update. Other examples include; Extending expecting off rent dates, updating Invoice profiles etc. 

Note: The checkbox ''Include consumption price lines'' allows a separate functionality. If selected YES, MOA can update rental order lines and/or Consumption order lines if business is tracking and invoicing consumption/meter transactions. MOA allows price and other updates in bulk for the consumption order lines. 

A query must be chosen to retrieve and fill the MOA journal. The journal will fill with all rental order lines in the system related to your query entered and run. This is specific to the Multi order amendment business is using. In this example, the business case is updating all rental order line price by 10% for one Customer account. Therefore the query filter being used is based on customer account. 

After querying in all rental order lines necessary for the bulk update, review and ensure all lines are correct.

Now the bulk update must be applied. Use the ''Update parameters'' to apply the bulk update across all lines in the journal. This will not yet apply the update to the rental order lines on order, but only keep them in this journal until final review and Process confirmed. 

All updates can be seen and tracked from old to new on the lines of the journal.

Within the ''Update parameters'' system gives the options to: 

• Set effective from and effective to dates (on rent date, expected off rent date etc,)
• Apply update to Rental order lines and/or Consumption order lines (Header must include consumption if updating here) 
• Apply a % based price increase across all lines
• Or Apply an amount based price increase across all lines 
• Update rental dates 
• Update invoicing options (invoice profile, rate code etc,) 
• Update Rental discount 

In this example, system will apply a 10% percentage based price increase across all lines within the MOA journal, with an effective from date, and no effective to date.

User should review the MOA update and lines within the MOA before either official review or processing the update. Often rental order lines may be queried in that are not applicable to the update or updates may be more line specific then the bulk update applied to all lines. 

In this example, one line has been removed from the journal, meaning it will no longer be included in the price update once processed. Additionally, two specific lines require individual price updates. Locate each of these lines and update the "New price" field by replacing the bulk-updated price with the correct line-specific price.

Everything visible in the current MOA journal under ''New'' fields, is what will be update to the rental order lines once processed. 

After completing the query and update, the MOA must be officially reviewed before processing the update to orders. 

After selecting Mark for review, the MOA journal is now locked, meaning users can no longer enter and update the lines. Only the approver has access to update and review this update.

After a review (either formal with system locking or only user review), select ‘’Process’’. This will start the bulk update to all the order lines in the journal.
It is recommended to select ‘Run in the background’ and run this process in batch to ensure the process finishes and completes correctly. 

A notification will appear that the process has begun. A notification will also appear once the update is complete. This can also be tracked via the batch job setup for the update. 

Rental parameter must be disabled in order to activate the formal review of the MOA journal. This allowed an approved/reviewer user to lock the journal for updates and review and approve the journal before processing the updates.

A rental parameter must be enabled in order to skip the formal review of the MOA journal. The formal review allowed a user (reviewer) to lock the journal for further updates, review and approve each line in the journal before processing.