Use the Contribution Codes Key Conversion utility to change a contribution code or to close out (consolidate) contribution code data into a single contribution code.
You can consolidate data between two existing codes. Alternatively, you can set up a new code in which to close out contribution codes that are no longer in use.
Prerequisite: Back up your Vision database.
To change contribution codes, complete the following steps:
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From the Vision Navigation menu, click
.
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Complete the fields on the Key Convert Contribution Codes form.
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Select one of the following actions:
Option |
Description |
To save the conversion to run later |
Click
Save.
|
To run the conversion now |
Click
Run.
|
To schedule the conversion to run on a regular basis via the process server |
Click
Schedule and complete the Schedule dialog box.
|