Combine Organization Sub-code Records

If your company uses multiple organization levels, you can change the individual portion of an organization by combining organization sub-code records. To do this, use the Organization Sub-codes Key Conversion utility.

You can also use this utility to close out (consolidate) an organization's code into one organization code. You can consolidate data between two existing organization codes. Alternatively, you can set up a new organization code in which to close out organization codes 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 organization sub-code records:

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