Change the Code of a Discount Code

To change the code number for a discount code record, 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 change the discount code number of a discount code record:

1. In the Navigation pane, select Utilities > Key Conversions > Discount Codes.
2. On the Change Number 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 the existing discount code.
4. In the New Discount Code column, enter the new code.
5. To change other discount 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.