If your company uses multiple organization levels, you can use the Organization Subcodes Key Conversion utility to change the individual portion of an organization.
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.
If your company uses the Multicompany feature, you cannot change the first level of the organization.
Prerequisite: Back up your Vision database.
To change organization subcodes, 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 Organizations 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.
|