Change a Firm's Vendor Number

To change a firm's vendor number, use the Key Conversions utility for firms. This utility changes the vendor number, not the firm ID, and applies only if the firm's type is vendor. You specify the firm type on the Summary pane in the Firms hub.

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 a firm's vendor number:

1. In the Navigation pane, Click Utilities > Key Conversions > Firms.
2. On the Change Number tab of the Firms form, click +Add Firm below the grid.
3. In the Existing Firm Name column in the new row, enter or select the existing firm.
4. In the New Firm Number column, enter the new firm number.
5. To specify other firms with vendor numbers to change, 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.