Combine Records Tab of the Banks Form (Key Conversions)

Use this tab to combine existing bank records. All data associated with the combined bank records is automatically updated across all applications.

For information about the Actions bar options, see Actions Bar for the Key Conversions Form.

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.

Combining Records Grid Column

Field	Description
Existing Bank	Enter or select the bank record to be combined into another bank record. All data from the bank specified in this column will be combined into the bank specified in the New Bank column. After the merge, the bank in this column will no longer be available.
Existing Bank Name	This column displays the name of the bank record in the Existing Bank column.
New Bank	Enter or select the bank code for the new, merged bank record. After the merge, all the data from the bank specified in the Existing Bank column moves to the bank in this column.
New Bank Name	This column displays the name of the bank record in the New Bank column.

Combining Records Grid Options

Field	Description
+ Add Bank	Click this option to add a new blank row in the grid. Add more rows to combine other bank records.
X	Highlight a row and click this option to delete the row.