Combine Withholding Codes

To combine withholding codes, use the Key Conversions utility for withholding 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 withholding codes:

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