cats:questions:maintenance:universalcodechange

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cats:questions:maintenance:universalcodechange [2016/04/08 14:33] – created amandacats:questions:maintenance:universalcodechange [2020/09/15 19:47] (current) 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;-}}
 +From the main menu, select **Maintenance > Adjustments > Universal Acct/Description/GL Code.**
 +
 +[{{:cats:questions:maintenance:universalchange_menuscreen.png?|Universal Change Menu}}]
 +
 +You can change the following code types:
 +  * **Account Code** - Counterparty account code. 
 +  * **Cost Code** 
 +  * **Country Code**  
 +  * **Destination Code**  
 +  * **G/L Number**  
 +  * **Payment Terms**  
 +  * **Product/Description** - The Grade code/Grade Long Description.  
 +  * **Shipment Terms**  
 +
 +<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}}]
 +
 +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 will show this screen when complete. You will also have the option to print results to see how many changes were made in the system.\\ 
 +[{{:cats:questions:maintenance:universalchange_adjustmentcomplete.png?|Adjustment Complete}}]
 +{{tag>"universal code changes"}}
 +
 +===Product/Description Changes===
 +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. 
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  • Last modified: 2017/12/19 03:21
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