Combine Bank Records

To combine bank records, use the Key Conversions utility for banks.

You cannot combine bank records that are associated with:

• Different companies
• Different currencies

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 banks:

1. In the Navigation pane, select Utilities > Key Conversions > Banks.
2. On the Combine Records 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.
4. In the New Bank column, enter or select the new bank to combine with the existing one.
5. To specify other banks 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.