Change the Code of a Contribution Code

To change the code of a contribution 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 contribution code:

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