Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Firms (Key Conversions)

Use the key conversions utility for firms to combine duplicate firm records from the Firm hub or change the vendor number for a firm record.

Warning: We strongly recommend that a backup copy of your database is created before running the utility because there is no way to undo the process without a backup database.

Combine Firms

Use the key conversions utility for firms to combine two firm records from the Firms hub—merge them into one firm record. This applies for any type of firm—vendor, client, competitor, or government agency. Firm type is entered for a firm on the Summary pane in the Firms hub.

When you combine two firm records, all the accounts payable and accounts receivable transactions and fields that contain the firm name and ID that no longer exists are updated with the firm name and ID of the firm into which it was combined.

Change the Vendor Number for a Firm Record

Use the key conversions utility for firms to change the vendor number for firms with Vendor firm type. When you change the vendor number, all the accounts payable transactions and fields that contained the vendor number that no longer exists are updated with the new vendor number.

This utility changes the vendor number for a firm, not the firm ID.