Combine Records Tab of the Accounts Form (Key Conversions)

Use this tab to combine existing accounts. All data associated with the combined accounts is automatically updated across all applications.

For information about the Actions bar options, see Actions Bar for the Key Conversions Form.

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.

Combining Records Grid Columns

Field	Description
Existing Account Number	Enter or select the account number of the account to be combined into another account. All data from the account specified in this column will be combined into the account specified in the New Account Number column. After the merge, the account in this column will no longer be available.
Existing Account Name	This column displays the name of the account specified in the Existing Account Number column.
New Account Number	Enter or select the account number for the new, merged account. After the merge, all the data from the account specified in the Existing Account Number column moves to the account in this column.
New Account Name	This column displays the name of the account specified in the New Account Number column.

Combining Records Grid Options

Field	Description
+ Add Account	Click this option below the grid to add a blank row. Use the blank row to enter the account information in the respective columns. Add more blank rows to combine more accounts.
X	Highlight a row and click this option to delete the row.