Differences

This shows you the differences between two versions of the page.

--- cats:questions:maintenance:universalcodechange [2016/05/13 16:44] – amanda
+++ cats:questions:maintenance:universalcodechange [2020/09/15 19:47] (current) – amanda
@@ Line 1: / Line 1: @@
 =====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.**
@@ Line 6: / Line 10: @@
 You can change the following code types:
-  * **Account Code** -
+  * **Account Code** - Counterparty 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** - The Grade code/Grade Long 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}}]
-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 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 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:
+. Change the description on the grade code.\\
+. 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.