Reference: Work Order Statuses for Bulk Updates
When you bulk update by uploading a .csv file, VNDLY only updates the work orders in supported statuses.
When you use the Bulk Update Wizard to initiate bulk updates, the wizard prompts you to select the work orders you want to update. VNDLY will only update work orders with a status supported for the bulk update action you choose. You can filter by status to display only work orders that you can update.
Bulk Update Actions | Supported Work Order Statuses | Updates to Workday when Connector is on | Field Level Permission for Bulk Update File Upload | Field Level Permission for Bulk Update Wizard |
|---|---|---|---|---|
Add Checklist Actions |
| No |
|
|
Change Pay Rate/Markup/Bill Rate | Active | Bill Rate only | contractor.billrate.write
|
|
End Work Order | All statuses except:
You can update a work order while it is pending revision, provided it is in specific process states. | Yes | workorder.end
| workorder.end
|
ReOpen | Ended | Yes | workorder.reopen
|
|
Update Additional Managers | All statuses | No | field.resource_manager.write
|
|
Update Billing Cycle | All statuses except:
| No |
|
|
Update Charge Codes | All statuses except:
| Yes |
|
|
Update Custom Fields | All statuses except:
| Worker Type only | Clients and vendors require .read and .write permissions when there are custom fields that are restricted. | bulk_operations.workorder.update_custom_fields
|
Update Default Location | All statuses except:
| Yes |
|
|
Update End Date | Active | Yes |
|
|
Update End Reason | Ended | Yes when using the Bulk Update Wizard No when updating by file upload. | None | bulk_operations.workorder.update_end_reason
|
Update Expense Approver | All statuses except:
| No |
|
|
Update Fee Profile | Either of:
| No |
|
|
Update Formula Group | Active | No |
|
|
Update Organization | All statuses except:
| Yes | field.organization_unit.write
|
|
Update Overtime Profile | All statuses except:
| No |
|
|
Update Premium Rate | Either of:
| No |
|
|
Update Program Team Users | All statuses except:
| No |
|
|
Update Reason for Hire | All statuses except:
| No |
|
|
Update Resource Manager | All statuses except:
| No |
|
|
Update Select Fields | All statuses except:
| Standard Hours only | None | bulk_operations.workorder.update_misc_fields
|
Update Shifts | Active | No |
|
|
Update Start Date | All statuses except:
| No |
|
|
Update Tax Override | All statuses except:
| No | workorder.tax.update
|
|
Update Timesheet Approvers | All statuses except:
| No |
|
|
Update Work Type Profile | Active | No | workorder.worktypeprofile.update
|
|