Key Conversions
Use Key Conversions to change certain numbers or codes in your database to new numbers or codes. The changes that you make with the Key Conversion utility apply to all of the data in your database.
When you run a key conversion, whether by selecting Run or by scheduling the conversion to run on the process server, Vantagepoint creates an entry for the conversion on the Posting Log Review report:
- Key conversions display with a transaction type of KC.
- The Comment field displays the type of conversion performed.
Warning: Deltek strongly recommends that you create a backup copy of your database before running the utility. There is no way to undo this process without a backup database.
- Related Topics:
- Actions Bar for the Key Conversions Form
You can run the conversion process immediately or schedule the process to run at a later time. - Accounts (Key Conversions)
Use the Key Conversion utility for accounts to change an account number or to close out (consolidate) account number data into a single account number. - Banks (Key Conversions)
Use the Banks Key Conversion utility to change a bank code or to close out (consolidate) bank code data into a single bank code. - Contacts (Key Conversions)
To merge existing duplicate contact records, use the Key Conversion utility for contacts. To change a contact name, use the Contacts hub. - Discount Codes (Key Conversions)
Use the Key Conversion utility for discount codes to change a discount code or to close out (consolidate) discount code data into a single discount code. - Employees (Key Conversions)
Use the key conversions utility for employees to change the employee number of employee records or combine employee records. - 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. - Organizations (Key Conversions)
Use the Organizations Key Conversion utility to change an organization code or to close out (consolidate) organization code data into a single organization code. - Projects (Key Conversions)
Use the Key Conversion utility for projects to change a project number or to combine (close out) project data into a single project. - Phases (Key Conversions)
Use the Key Conversion utility for phases to combine phases in projects, change phase numbers of phase records, or move phases to another project. - Tasks (Key Conversions)
Use the Key Conversion utility for tasks to combine tasks, change task numbers of task records, or move tasks to another phase or project. - Enable Phases/Tasks (Key Conversions)
Enable phases on a project with no phases, and enable tasks on a phase with no tasks with the Enable Phases/Tasks Key Conversion utility. - Disable Phases/Tasks (Key Conversions)
Use the Disable Phases/Tasks utility to collapse the structure on an existing Project or Phase record. The project record is updated within the Projects hub as well as any associated details and transactions. - Projects' Organization (Key Conversions)
Use the Projects' Organization Key Conversion utility to change the organization of projects, phases, or tasks. You can make this change for all posted transactions, for future transactions, or for all transactions since a specific accounting period. - Labor Codes (Key Conversions)
Use the Key Conversion utility for labor codes to change a labor code or to close out (consolidate) labor code data into a single labor code. - Organization Sub-Codes (Key Conversions)
Use the Organization Sub-codes Key Conversion utility to merge existing organization sub-code records or change organization sub-code number. - Liability Codes (Key Conversions)
Use the Key Conversion utility for liability codes to change a liability code or to close out (consolidate) liability code data into a single liability code. - Withholding Codes (Key Conversions)
Use the Key Conversion utility for withholding codes to change a withholding code or to close out (consolidate) withholding code data into a single withholding code. - Contribution Codes (Key Conversions)
Contribution codes can be merged or changed in the Key Conversion utility for contribution codes. - Absence Accrual Codes (Key Conversions)
Use the Key Conversion utility for absence accrual codes to change an absence accrual code or to close out (consolidate) accrual code data into a single accrual code. - Tax Codes (Key Conversions)
Use the Key Conversion utility for tax codes to change a code of a tax code or to combine (consolidate) an existing tax code with another existing tax code. - Units (Key Conversions)
Use the Key Conversion utility for units to change a unit number or to close out (consolidate) unit number data into a single unit number.
Parent Topic: Utilities (Browser)