Convert Contribution Code Keys

Use the Contribution Code Key Conversion utility to change a contribution code or to close out (consolidate) contribution code data into a single contribution code.

You can consolidate data between two existing codes. Alternatively, you can set up a new code in which to close out contribution codes that are no longer in use.

Prerequisite: Back up your Deltek database.

To change contribution codes:

  1. On the Navigation menu, click Utilities > Key Conversions > Contribution Codes.
  2. Complete the fields on the Key Convert Contribution Codes form.
  3. Select one of the following actions:
    Option Description
    To save the conversion to run later Click Save.
    To run the conversion now Click Run.
    To schedule the conversion to run on a regular basis via the process server Click Schedule and complete the information on the Schedule dialog box.