Combine Records Tab of the Units Form (Key Conversions)

Use this tab to combine units.

Contents

All the data that are associated with the units that are combined using this tab are automatically updated across all applicable applications in Vantagepoint.

Field	Description
Run	Click Run to combine the units entered in the Combine Records grid. Combining units that are associated with different companies or currencies is not allowed. 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.
Schedule	Click Schedule to display the Schedule dialog box where you can configure options to schedule the conversion process of the utility.

Combining Records Grid Column

Field	Description
Existing Unit Number	Select the unit in the lookup to be combined into the selected unit in the New Unit Number column. All the relevant data from the selected unit in this column is merged into the selected unit in the New Unit Number column.
Existing Unit Name	Displays the unit name of the selected unit in the Existing Unit Number column.
New Unit Number	Select the unit in the lookup that becomes the new merged unit. Data from the selected unit in the Existing Unit Number column is transferred to the selected unit in this column.
New Unit Name	Displays the unit name of the selected unit in the New Unit Number column.

Combining Records Grid Options

Field	Description
+ Add Unit	Click + Add Unit to add a new blank row in the grid. Add more rows to combine other units.
X	Click X at the end or a row to delete the row.