1839681 - How to Add New Resposibilities to Existing Account

You want to mass add responsibilities to existing accounts.

Via the Common Task Mass Change Account Data you can only change existing responsibilities, not add new ones.

1. Go to Account Management work center.
2. Select Mass Change Account Data from the Common Task section.
3. Find the relevant account and click Go (leave the field blank to display all accounts).
4. Select the relevant accounts (by holding the shift button and left clicking, you can select multiple accounts) and click Add to Worklist (Selected Accounts) or click Add to Worklist (All Accounts).
5. Select Next.
6. Show the Responsibilities.

You expect that you can add new responsibilities in this step.

The Common Task Mass Change Account Data is just to change the existing entries and not to add new data to the existing accounts.

This is the current system behaviour.

You can add new responsibilities to the existing accounts via the migration tool.

You need to download the migration template Customers first:

1. Go to the Business Configuration work center.
2. Open the Implementation Projects view.
3. Click Open Activity List.
4. In the phase Prepare, Show All Activities and find the Prepare for Data Migration Activity.
5. Open the Prepare for Data Migration Activity.
6. Open Download migration templates.
7. Mark the entry Customers and click Download.

 You have to Unhide the Direct Responsibilities Book in the Customers migration template:

1. Open the downloaded migration template Customers.
2. Right mouse click on any book label and select Unhide.
3. In the dialog box select Direct Responsibility and click Ok.
4. You are now able to maintain the new responsibilities in the book Direct Responsibility.

To Enhance already existing records you can use the following steps:

1. Go to the Business Configuration work center.
2. Open the Implementation Projects view.
3. Click Open Activity List.
4. Navigate to the phase Integrate and Extend.
5. Show All Activities and find the Migration of Customers activity.
6. Open the activity.
7. Click the link Migrate customers using the migration tool.
8. Click Upload (Data from Migration Template).
9. Click Browse to select the migration template.
10. Click Upload.
11. Click Properties and change the Migration Mode to Enhance already existing records and click Save.
12. Press the button Execute Migration (Migration Step by Step)

 The system adds the new responsibilities according to the data in the migration template

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