Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
What information do I need to mention while generating an auto production voucher?
When you generate a auto production voucher in BUSY, you need to mention below information:
1. You need to select Items either one item, group of item or all item as per the requirements.
2. If you have multiple material centres then you need to select either one mc, group of mc or all mc for checking negative stock.
3. You need to select voucher series and enter the date range.
Can you guide me through the process of merging two accounts in BUSY?
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Bulk Updation
Step 3: Merge Masters
Step 4: Accounts
Step 5: Select Source Account - Mention the account which want to merge.
Step 6: Select Target Account - Mention the account in which want to merge the source account.
Step 7: Delete source data after merging , Either do Yes or No as per your requirement.
Note : Do this process after the Data Backup.
Is there anything option to create multiple account together in BUSY?
To create multiple accounts together in BUSY, follow these steps:
Step 1: Open your company then go to Administration menu.
Step 2: Click on Bulk Updations then select Multiple Account Creation and Modification.
Step 3: Click on add new master then click on select fields.
Step 4: Choose the required fields which you want to update then save.
Step 5: Now, Update the accounts detais then save it. You will create in data.
Can you explain the process of merging two account in BUSY?
Yes, you can merge two account master in BUSY, by follow these steps:
Step 1: Open your company then go to Administration menu.
Step 2: Click on Bulk Updations then click on Merge Masters and select Accounts.
Step 3: Select the Source and Target master and set Y/N on option available Delete Source Account After Merging Data as per requirement.
Step 4: Click on Ok to proceed and check after complete it.
Is it possible to transfer item master from one to another?
Yes, you can use the merge item master option to transfer item master from one to another, for that follow these steps:
Step 1: Take data backup from company menu backup data.
Step 2: Login company and go to administration.
Step 3: Click on bulk updations option and select merge masters.
Step 4: Now choose items and select source and target item and merge it and once done it is not reversed.
What is the procedure to merge or delete duplicate party records?
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Bulk Updation
Step 3: Merge Masters
Step 4: Accounts
Step 5: Select Source Account - Mention the account which want to merge.
Step 6: Select Target Account - Mention the account in which want to merge the source account.
Step 7: Delete source data after merging , Either do Yes or No as per your requirement.
Note : Do this process after the Data Backup.
How do i auto adjust the old bill reference in BUSY?
To auto adjust old bill references in BUSY, you need to follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Open your company then go to Administration menu.
Step 3: Select Utilities and click on Reference Management.
Step 4: Select Auto Adjust References and click on Bill-wise References.
Step 5: Here, you can select All Accounts or Group of Accounts or One Account then press ok to proceed.
How can I merge two items in the item list?
To merge two items in the item list of BUSY, follow these steps:
Step 1: Take a latest backup of the data.
Step 2: Go to administration menu and seleck bulk updation.
Step 3: Click on merge master then select item.
Step 4: Mention the source and target master to be merge.
Step 4: Specify Y/N according to your need on delete source item after merging data.
Step 5: Then click on ok button.
How can I create multiple account ledgers in BUSY?
To create multiple account ledgers in BUSY, follow these steps:
Step 1: Open your company then go to Administration menu.
Step 2: Click on Bulk Updations then select Multiple Account Creation and Modification.
Step 3: Click on add new master then click on select fields.
Step 4: Choose the required fields which you want to update then save.
Step 5: Now, Update the accounts detais then save it. You will create in data.
Can i merge one account to another account?
Yes you can merge one account to another account in BUSY please follow these steps:
Step 1: Go to administration menu then click on bulk updations submenu
Step 2: Click on merge masters then select account option
Step 3: Select source and target account and click on ok to proceed to merge masters
Step 4: You can enable or disable the delete source account after merging data option as per the requirement