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Editing Data

In the process of reviewing your data, you may find the need to make changes to ensure accuracy and alignment with your carbon accounting practices. BeWo's Data Optimizer offers several ways to edit your data, each suited to different scenarios. This article provides an in-depth explanation of the different options available for editing your data.

Overview of Editing Approaches​

There are three primary methods for editing data in the Data Optimizer:

  1. Bulk Editing Lines via Filter
  2. Single Line Changes
  3. Editing the Whole Voucher

Each approach has its benefits and is effective in tackling different issues. Understanding when and how to use each method will streamline your data correction process.

Bulk Editing Lines​

Bulk editing allows you to change multiple lines at once. This method is ideal when you need to:

  • Change the Type, Category, Organization, or Facility for a group of lines.
  • Move data to a specific category or type due to reclassification or to fix AI misclassifications.
  • Efficiently update data based on shared attributes like vendor, product, or specific phrases.

When to Use Bulk Editing​

  • Specific Classification: You want to apply a more specific classification to a group of lines.
  • Correcting AI Mistakes: The AI assigned an incorrect type or category to multiple lines.
  • Scope Adjustments: You need to move lines from one scope to another (e.g., from Scope 1 to Scope 3).

How to Perform Bulk Editing​

Bulk editing is done via the Data Optimizer and follows similar steps to the reviewing process.

Steps:​

  1. Set Your Filter:

    • Apply filters to narrow down the lines you want to edit.
    • Filters can include Search, Vendor, Type, Organization, and more.

    Applying Filters

  2. Start the Bulk Edit:

    • Click the Edit button located above the lines table.

    Edit Button

  3. Apply the Edit:

    • In the edit panel, assign the new values you want to apply, such as a new Type or Category.

    Bulk Edit Panel

  4. Validation:

    • The system will validate your changes to ensure they are acceptable from a carbon accounting perspective.

      • A green checkmark indicates the edit is valid.
      • A red warning icon indicates an issue with the edit.

    Validation Check

  5. Apply Changes:

    • Once validated, click the Apply Changes button to execute the bulk edit.

Single Line Changes​

Single line editing is useful for making precise corrections to individual lines. This method is ideal when:

  • You need to change details specific to one line.
  • Adjusting the Value, Unit, or Label for greater specificity.
  • Correcting data where the AI couldn't read or interpret the information accurately.

When to Use Single Line Editing​

  • Detailed Corrections: Minor adjustments that only apply to one line.
  • Data Entry Errors: Fixing typos or incorrect values.
  • Additional Information: Adding details from documents not captured by the AI.

How to Edit a Single Line​

Steps:​

  1. Enter Edit Mode:

    • Click the Pencil Icon next to the line you want to edit.

    Pencil Icon

  2. Make Your Edits:

    • The line will enter edit mode, allowing you to change fields such as Value, Unit, Label, Category, and Type.

    Single Line Edit

    • The system will validate your changes automatically.

  3. Save Changes:

    • Click the Save icon to apply your edits.

  4. Cancel Changes:

    • If you decide not to proceed, click the Cancel icon to discard your changes.

Recommendations​

  • Maintain Data Integrity: Avoid changing labels and values that originated from your ERP system unless necessary.
  • Consistency: Ensure that changes align with the overall data structure to prevent discrepancies.

Editing the Whole Voucher​

Editing an entire voucher allows you to make changes to all lines related to that voucher simultaneously. This approach is useful when:

  • You want to view and edit a complete invoice with multiple lines.
  • Making multiple manual edits to a single document, such as an invoice, receipt, or file.

When to Use Voucher Editing​

  • Comprehensive Changes: Adjustments that affect all lines within a voucher.
  • Document-Level Edits: Corrections based on reviewing the entire document.

How to Edit a Voucher​

Steps:​

  1. Access the Voucher Menu:

    • In the Lines Table, locate a line associated with the voucher you want to edit.
    • Click the Three Dots Icon under the Actions column.

    Voucher Actions Menu

  2. Select "Edit Voucher":

    • From the dropdown menu, click Edit Voucher.

    Edit Voucher Option

  3. Make Your Changes:

    • The Edit Voucher view will open, displaying all lines within the voucher.
    • Make the necessary changes to each line as required.

    Edit Voucher View

  4. Apply Changes:

    • Use the action bar at the bottom to Save your changes.
    • Close the voucher view when finished.

Additional Resources​

Recommendations​

  • Use for Multiple Edits: This method is ideal for making several changes within a single voucher.
  • Document Reference: Ensure you have the associated document (invoice, receipt) for accurate editing.

Best Practices​

  • Validation is Key: Always ensure that your edits are validated by the system to maintain data integrity.
  • Avoid Unnecessary Changes: Do not alter data from your ERP system unless correcting an error.
  • Understand the Impact: Be aware of how changes affect your overall emissions calculations.
  • Use Appropriate Method: Choose the editing approach that best suits the changes you need to make.

Next Steps​

With an understanding of how to edit your data, you can proceed to:

Need Help?​

If you have any questions or need assistance with editing your data, our support team is here to help.

👉 Contact Support: Support Page

By effectively utilizing the editing features in BeWo's Data Optimizer, you ensure that your CO2e emissions reporting is accurate, reliable, and reflective of your organization's true environmental impact.