Change an Account Number

To change the account number of an existing account record, 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 change an account number:

1. In the Navigation pane, select Utilities > Key Conversions > Accounts.
2. On the Change Number 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 the existing account number.
4. In the New Account Number column, enter the new account number.
5. To change other account numbers, repeat steps 3 and 4.
6. Select one of the following actions:
   • To make the change immediately, click Run.
   • To schedule the change process to run at a later time, click Schedule and complete the fields on the Schedule dialog box. The change takes effect after the process is completed.
   Other applications, and any transactions that reference the affected records, are updated automatically.