Combine Contribution Code Records

To close out (consolidate) contribution code data into a single contribution code, use the Key Conversion utility. You can consolidate data between any two existing codes. Alternatively, you can set up a new code in which to close out contribution codes that are no longer in use.

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 contribution code records:

1. In the Navigation pane, select Utilities > Key Conversions > Contribution Codes.
2. On the Combine Records tab of the Contribution Codes form, click +Add Contribution Code below the grid.
3. In the Existing Contribution Code Number column in the new row, enter or select the existing contribution code.
4. In the New Contribution Code Number column, enter or select the new contribution code to combine with the existing one.
5. To specify other contribution codes 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.