Combine Account Records

To combine existing accounts, use the Key Conversions utility for accounts.

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 combine accounts:

1. In the Navigation pane, select Utilities > Key Conversions > Accounts.
2. On the Combine Records tab of the Accounts form, click + Add Account below the grid.
3. In the Existing Account Number column in the new row, enter or select an existing account.
4. In the New Account Number column, enter or select the new account to combine with the existing one.
5. To specify other accounts to combine, repeat steps 3 and 4.
6. Select one of the following actions:
   • To run the conversion now, click Run.
   • To schedule the conversion to run at a later time, or on a recurring basis, click Schedule and complete the fields on the Schedule dialog box. The conversion takes effect after the process is completed.
   Other applications that use the affected records are updated automatically.