Mass Modifications

Users with access to Mass Modifications can perform the following modifications on multiple objects at once:

Lease Components: Users can add new Terms and Conditions (including adding Purchase Option and Termination Option terms), or edit existing ones that are not exercised.
Activation Groups: Users can change the contract rate, modify certain financial fields, and perform a Terms and Conditions reassessment. Users can also reclassify the activation group if it is classified under ASC 842.
Units: Users can modify the cost center allocation rules for multiple units in multiple activation groups at once.

If a modification fails for any reason, the Draft revision is deleted. If you set up a job that contains both lease component and activation group modifications, note the following:

The application performs the lease component modifications first, followed by the activation group modifications.
If the lease component is skipped or fails, then the related activation group modification is also skipped.
If the activation group modification is skipped or fails, then the related lease component modification is still applied.

To perform a mass modification, you must create a Mass Modification Job, download the generated Excel file containing all of the applicable objects, and set the relevant inputs for their modifications. Note that activation group jobs automatically use the Modification Reasons Contract Rate Change and Terms & Conditions Reassessment. You also have the option to exclude specific objects from the modification job.

Note that before running a job, there must be at least one profile defined.

To create a modification job:

Click Main Menu > Batch Management > Mass Modification > Jobs.
Click .
Select a Batch Size. Note that this field is set to 100 by default.
Select one or more Modification Types.
In the Global Inputs section, optionally set the following fields to pre-populate in the input template (which you can then override in the template before running the job). Note that depending on the selected Modification Type, certain fields may not be available.
- Event Names:
  - Lease Component Event Name
  - Activation Group Event Name
- Modification/Activation Dates:
  - Modification Date Type: Select which date is used as the event Modification Date:
    - Next Available Posting
    - Job Date
    - User Defined: In this case, set the Modification Date.
  - Activation Date Type: Select which date is used as the event Activation Date:
    - Next Available Posting
    - Job Date
    - User Defined: In this case, set the Activation Date.
- Contract Rates:
  - Contract Rate
  - Use IBR
- Terms and Conditions:
  - Apply Indexation:
    - Apply on All T&Cs: Set the lease component "Apply Indexation" checkbox or the activation group "Indexed" switch for all terms.
    - Keep Current State: Do not change the current value of the checkbox or switch on the terms.
  - Exercise:
    - Apply on All T&Cs: Exercise all of the terms in the activation groups.
    - Keep Current State: Do no change the current state of the "Likely to Exercise" switch for the activation group terms.
- Effective Dates (for Modification Type "Cost Center Allocation Modification"): In the Effective Date Type drop-down, select which date is used as the Effective Date of the new cost center allocation rules:
  - Job Date
  - User Defined: In this case, set the Effective Date.
The Profile section lists all of the profiles that you have access to. Select a batch profile to specify which objects the batch job should be run on.
In the Additional Filters section:
- If required, click the Skip items with open drafts checkbox to exclude any items that currently have open drafts.
- Select the Migrated Filter Type to determine which objects should be included:
  - Local: Only objects that were created in Nakisa Lease Accounting Suite or Nakisa Portfolio Management while Migration Mode was off.
  - Migrated: Objects that were migrated from another system (e.g., Nakisa Lease Accounting Suite 2022.R2.SPx) or that were created while Migration Mode was on.
  - All: All transactions, regardless of their data source.
- Optionally, select an List Filter Type and enter Object IDs in the Object List field. You can search for the IDs individually or enter a list (up to 50) separated by spaces, commas, new lines, or tabs. Note that if you paste the list and press ENTER, the matching IDs are auto-selected and the invalid ones are listed under Invalid Pasted Objects. Note the following:
  - The job will only show objects that match both the filters and object IDs entered. Object IDs that do not match the filter criteria are not shown in the report.
  - If the job applies to both lease components and activation groups and you choose to list specific IDs of one object type (e.g., activation groups), the job only includes the other objects (e.g., lease components) that are related to the listed IDs.
Click Add.

To run a modification job:

Once you have created the job, wait until the Status changes to "Pending User Input".
Under the job Actions column, click to download the Excel file containing the objects matching the job filter.
Note: Click to view the job filters.
Modify the Excel file with the information for each modification. Note the following:
- The column title colors indicate the following:
  - Blue: The combination of these fields uniquely identify the object. Note that if there is more than one row with the same set of identifying values, only the last one is applied.
  - Red: These fields are mandatory and must be filled in.
  - Yellow: These fields are for informational purposes only. If you make any changes to these fields, the job ignores the changes.
  - Gray: These fields are optional.
- To exclude an object from the job, enter TRUE under the "Exclude" column on the first tab.
- The "Operation" column will be used in the following manner:
  - CREATE: Create a new entry. Use the Excel ID to relate entries on different tabs, but it will be replaced by an ID generated by the application.
  - UPDATE: Update an existing entry.
  - EXPORTED: The entry was exported, and will be ignored for the import.
- For lease component modifications, if you are adding a new term in a lease component, the following fields must be set to specific values:
  - Term Type: PAYMENT_TERM, INITIAL_DIRECT_COST, NON_LEASE_TERM
  - Payment Frequency: ONE_TIME, MONTHLY, BI_MONTHLY, QUARTERLY, SEMI_ANNUALLY, ANNUALLY
  - Payment Timing: START_OF_DAY, END_OF_DAY
- For activation group modifications:
  - If the activation group is in Define status, you must exercise at least one term on the "Terms and Conditions" tab.
  - To configure indexation for the activation group, enter one of the following values under "Indexation Type" on the Activation Group Accounting tab:
    - NONE
    - CPI_LOCAL
    - CPI_GLOBAL
  - To override the system classification, enter one of the following values under "Confirmed Classification" on the Classification tab:
    - NON_LEASE
    - OPERATING
    - FINANCE
    - SHORT_TERM
    - LOW_VALUE
    - SERVICE_CONTRACT
Click to upload your updated Excel file. Once you click Import, the application processes the file and runs the job, displaying all the tasks in the Modification Tasks pane. The Modification Tasks page shows the progress, as well as the result of the tasks.
Note: If required, click to cancel a modification task, which will cancel the modifications that have not been processed yet. Canceling will not delete the drafts that were already successfully created and/or merged.
Under the Actions column of the Modification Tasks click to view the report of the objects that were skipped or failed, or that were successful with warnings. Note that you can sort the columns of the report.

Note: If there is a service interruption that prevents the completion of the job while it is running, the job status changes to "Interrupted". The application will attempt to recover the job as soon as possible. If the job is recovered, it will resume from where it was interrupted. If the job cannot be recovered within the time limit specified in Financial Organization Structure, the status remains "Interrupted" and you must run the job again.

To manage mass modification jobs:

Click to refresh the jobs.
Click to view the input fields used for the job.
Click to copy the job. Note that you may have to select a profile that you can use, and you have the option of modifying inputs before starting the new job.