Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:questions:maintenance:universalcodechange [2016/04/08 15:57] – jen | cats:questions:maintenance:universalcodechange [2020/09/15 19:47] (current) – amanda | ||
---|---|---|---|
Line 1: | Line 1: | ||
=====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. | ||
+ | |||
+ | < | ||
+ | |||
{{entry> | {{entry> | ||
From the main menu, select **Maintenance > Adjustments > Universal Acct/ | From the main menu, select **Maintenance > Adjustments > Universal Acct/ | ||
Line 6: | Line 10: | ||
You can change the following code types: | You can change the following code types: | ||
- | * Account Code | + | |
- | * Cost Code | + | |
- | * Country Code | + | |
- | * Destination Code | + | |
- | * G/L Number | + | |
- | * Payment Terms | + | |
- | * Product/ Description | + | |
- | | + | |
- | + | ||
- | 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/ | ||
+ | |||
+ | 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.\\ | ||
[{{: | [{{: | ||
- | 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 will show this screen when complete. You will also have the option to print results.\\ | + | CATS will show this screen when complete. You will also have the option to print results |
[{{: | [{{: | ||
+ | {{tag>" | ||
+ | ===Product/ | ||
+ | If you want to change the long description on a code for all the system, you can do the following: | ||
+ | 1. Change the description on the grade code.\\ | ||
+ | 2. Use a Universal Code Change, putting the same code in the Find and Replace fields.\\ | ||
+ | This will change the long description on ALL contract items and on marks. | ||
+ | It will **NOT** change: | ||
+ | * Contract confirmations | ||
+ | * Traffic Document descriptions. | ||
+ | These items must be changed manually. |