Change the Code of a Withholding Code

To change the code of a withholding code, use the Key Conversions utility.

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 of a withholding code:

1. In the Navigation pane, select Utilities > Key Conversions > Withholding Codes.
2. On the Change Number tab off the Withholding Codes form, click + Add Withholding Code below the grid.
3. In the Existing Withholding Code column, enter or select the existing withholding code.
4. In the New Withholding Code column, enter the new withholding code.
5. To change other withholding 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.