cats:questions:maintenance:universalcodechange

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cats:questions:maintenance:universalcodechange [2016/05/16 15:58] jencats: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 on all documents and screens for the entire system, or, for a certain date range. +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;-}}
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 You can change the following code types: You can change the following code types:
-  * **Account Code** +  * **Account Code** - Counterparty account code. 
   * **Cost Code**    * **Cost Code** 
   * **Country Code**     * **Country Code**  
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   * **G/L Number**     * **G/L Number**  
   * **Payment Terms**     * **Payment Terms**  
-  * **Product/Description**  +  * **Product/Description** - The Grade code/Grade Long Description.  
   * **Shipment Terms**     * **Shipment Terms**  
  
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 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.\\  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 select the **Start Now** button to begin.\\  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}}]
  
-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}}] [{{:cats:questions:maintenance:universalchange_adjustmentcomplete.png?|Adjustment Complete}}]
 {{tag>"universal code changes"}} {{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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