To reformat the length, delimiter, or delimiter position for your client record number, use the Key Format utility for client numbers.
Warning: If your company uses an on-premises deployment of
Vantagepoint, 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.
If your company has an on-premises deployment of
Vantagepoint, your company manages your database backup. If your company has a cloud-based deployment of
Vantagepoint, coordinate with Deltek about your database backup.
To reformat client record numbers:
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In the Navigation pane, select
.
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On the Client Number Format form, for the
Display Leading Zeros option, select
Yes to automatically add leading zeros to the client number when you enter an incomplete number in any
Client field.
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In the
Field Length field, enter the client number length.
The
Add/Remove Length From option displays.
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In the
Add/Remove Length From option, select
Left or
Right to identify where you want to add or remove characters from the client number.
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In the
Delimiter Symbol field, enter the delimiter, such as a comma or period, for your client numbers.
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If you specify a delimiter symbol, use the
Delimiter Position field to specify the symbol's position in the client number.
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Review the value in the
Sample Value field to see the format as it will be after the key format utility is run.
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Click
Run.