Combine Discount Codes

To combine discount codes, use the Key Conversions utility for discount codes.

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 discount codes:

  1. In the Navigation pane, select Utilities > Key Conversions > Discount Codes.
  2. On the Combine Records tab of the Discount Codes form, click + Add Discount Code below the grid.
  3. In the Existing Discount Code column in the new row, enter or select an existing discount code.
  4. In the New Discount Code column, enter or select the new discount code to combine with the existing one.
  5. To specify other discount codes 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.