Change the Code Number of a Bank Code

To change the code for a bank, use the Key Conversions utility for banks.

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 the code used for a bank:

1. In the Navigation pane, select Utilities > Key Conversions > Banks.
2. On the Change Number tab of the Banks form, click + Add Bank below the grid.
3. In the Existing Bank column in the new row, enter or select the existing bank code.
4. In the New Bank column, enter the new bank code.
5. To change other bank codes, 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.