cats:questions:maintenance:universalcodechange

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cats:questions:maintenance:universalcodechange [2016/04/08 15:57] jencats:questions:maintenance:universalcodechange [2019/01/16 17:41] amanda
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 =====Universal Code Changes===== =====Universal Code Changes=====
 +To change a code value in the entire system, you can use the Universal Code Change feature. This will replace an existing code with a different code on all documents and screens for the entire system, or, for a certain date range. 
 +
 +<note>The code you are overwriting and its replacement must already exist and be set to "Active" in the system.</note>
 +
 {{entry>0;Code Change;-}} {{entry>0;Universal Code Change;-}} {{entry>0;Code Change;-}} {{entry>0;Universal Code Change;-}}
 From the main menu, select **Maintenance > Adjustments > Universal Acct/Description/GL Code.** From the main menu, select **Maintenance > Adjustments > Universal Acct/Description/GL Code.**
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 You can change the following code types: You can change the following code types:
-  * Account Code +  * **Account Code**  
-  * Cost Code +  * **Cost Code**  
-  * Country Code +  * **Country Code**   
-  * Destination Code +  * **Destination Code**   
-  * G/L Number +  * **G/L Number**   
-  * Payment Terms +  * **Payment Terms**   
-  * Product/ Description +  * **Product/Description**   
-  * Shipment Terms+  * **Shipment Terms**  
  
-Cost, Country, Destination Codes and Payment and Shipment terms may be added at this time. Account, G/L and product description must exist before attempting to change. Select the code type, tell it what to find and replace (use a date range if needed), then **Continue**.\\ +<note tip>New Cost, Country, Destination Codes and Payment and Shipment terms may be added at this time. Account, G/L and Product/Description must exist before attempting to change.</note> 
 +  
 +Select the code type, and fill in the code to find and the code you wish to use to replace it (use a date range if needed), then click the **Continue** button.\\ 
  
 [{{:cats:questions:maintenance:universalchange_codereplacementscreen.png?|Universal Code Replacement}}] [{{:cats:questions:maintenance:universalchange_codereplacementscreen.png?|Universal Code Replacement}}]
  
-You can schedule a start time in the future or just **Start Now**.\\ +You can schedule a start time in the future or select the **Start Now** button to begin.\\ 
  
 [{{:cats:questions:maintenance:universalchange_schedulestarttime.png?|Schedule Start Time}}] [{{:cats:questions:maintenance:universalchange_schedulestarttime.png?|Schedule Start Time}}]
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 [{{:cats:questions:maintenance:universalchange_adjustmentcomplete.png?|Adjustment Complete}}] [{{:cats:questions:maintenance:universalchange_adjustmentcomplete.png?|Adjustment Complete}}]
 +{{tag>"universal code changes"}}
  
  • cats/questions/maintenance/universalcodechange.txt
  • Last modified: 2020/09/15 19:47
  • by amanda