---
title: "Switch Product on Transactions"
canonical: "https://kb.myframeworks.com.au/space/FRAM/56295444/Switch%20Product%20on%20Transactions"
format: markdown
---
The **Switch Product on Transactions **screen enables you to modify product codes on open sales orders, quotes, and purchase orders. This makes it easier to update products for a specific branch or customer group without affecting other transactions.

Use the **Switch Product on Transactions** screen to:

- Change product codes on open sales orders, quotes, and purchase orders.
- Limit changes to selected branches and/or customers.
- Import product code changes in bulk using a CSV file.

## Screen Access

1. Click the **Frameworks Menu** and navigate to **Inventory** > **Utilities & Scheduled Tasks** > **Switch Product on Transactions**.

![image-20250818-041749.png](media://20d027ba-0fe6-4986-bd0f-8941b5395ee2)

## Product Codes Tab

The **Product Codes** tab is where you define which product codes to change.

### Adding Product Code Changes

1. In the **Product Code From** field, enter or search for the product code you want to change.
2. In the **To** field, enter or search for the new product code.
3. Click **Add** to add the change to the list. The change will appear in the left grid, showing the **Change From** and **Change To** codes.

> ⚠️ If you enter product codes in the **From** and **To** fields but do not add them to the change table, those changes will not be processed. A warning will appear if this occurs.

> ℹ️ You can add multiple product code changes before running the update.

### Task Run Parameters

Use the **Task Run Parameters** section to control which transactions are affected.

- **Branch:** Select the branch to apply the changes to from the drop-down menu. Defaults to **All Branches**.
- **Customer:** Enter or search for a customer to limit changes to their transactions. Leave blank to include all customers.
- **Include Sales Orders and Quotes:** Enable this checkbox to update open sales orders and quotes.
- **Include Open Purchase Orders:** Enable this checkbox to update open purchase orders.
- **Upload CSV:** Click **Upload CSV** to import a list of product code changes.

### Running the Change

1. Go to the **Schedule** tab to schedule the task as required.

> ✅ Refer to [Scheduled Task - Scheduling and Output](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256) for more information.

2. Click **Submit** to process the changes. The system will update product codes on the selected transactions, limited by your branch and customer selections.
3. If you run the task immediately, the **Output **tab displays the results of the completed task, and you can click on the reports generated. If run later, the <u>[Task Scheduler Queue](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28395250)</u> contains the output.