Mass update positions (form) [AX 2012]

Updated: July 19, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Click Human resources > Common > Organization > Positions > Positions. Select the positions to update, and then click Mass update.

Use this form to update multiple positions at the same time with the same information. You can schedule the changes to take place immediately or to occur at a later date.

Caution noteCaution

Many of the updates that you complete in this form cannot be undone. For additional information about a particular field before you update the field value, see the Positions (form).

Key tasks: Existing worker positions

Some examples of when you might use this form are:

  • Andrew Lan has left the company and all positions that report to Andrew will report to Tom Perham immediately. Change the Reports to position field and update the positions.

  • Your company is restructuring and all positions that are currently in the Accounting department will transfer to the Finance department on January 1. Enter the effective date, and then change the department and update the positions.

  • The retirement date is being extended all for all seasonal workers until the end of the year. Change the retirement date and update the positions.

  • An outdated title was inadvertently assigned to a group of workers. You do not have all of the correct titles available, but would like to remove the incorrect title. Clear the current title and update the positions.

For step-by-step instructions to complete common tasks such as these, see Key tasks: Existing worker positions.

The following tables provide descriptions for the controls in this form.

Field

Description

Effective immediately

The selected fields will be updated when you click the Update button.

Caution noteCaution

If a check box is selected and a value is not selected in the list, the field is cleared on all of the selected positions except for dates.

Effective on

After you click Update, the selected fields are not effective until the date and time that are indicated. A yellow banner appears at the top of the form to indicate a future change is pending.

Caution noteCaution

If a check box is selected and a value is not selected in list, the field is cleared on all of the selected positions unless it is a date.

Tab

Description

General

The fields on the General tab for a position, such as title and department.

Position duration

The fields on the Position duration tab for a position, such as activation and retirement.

Relationships

The fields on the Relationships tab for a position, such as hierarchy name and reporting relationships.

Financial dimensions

The fields on the Financial dimensions tab for a position, such as legal entity and distribution template.

Labor union

The fields on the Labor union tab for a position, such as the union agreement name, description, and legal entity.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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