At a certain point, you might want to change the identification number of any specific activity, client, expense, employee, project, etc., which is already existing in your company database. Web Suite supports such replacement by means of this screen. You can assign new IDs to the existing records of Web Suite. This renaming mechanism searches throughout the entire database for all records with the old ID entry and then changes them to the new ID.
You can also combine accounts via the Merge option. In a way, you can get rid of accounts which are of no use.
Prior to running this tool, all the web users need to log out from the
shared database.
Following is the description of each field on the screen:
Change:
Choose the option you want to apply the change for. The available options are Client ID, Project ID, Activity ID, Expense ID, Employee ID, Vendor ID, Service Fee Schedule ID, Expense Fee Schedule ID, Budget ID, Estimate ID, Account ID and Client Contact ID.
Merge:
This option appears only when you select Account ID. Select this option to merge a selected account with another account. This option can be very useful when you are unable to delete an account that has transactions associated with it. With Web Suite you can combine accounts of the same type only. For example, you can merge an expense account with another expense account, not an income account.
The Change and Merge options are unavailable for system accounts such
as Accounts Receivable, Accounts Payable, Undeposited Funds, Default Item
Income Account, etc.
Old ID:
Depending on the option selected above, the drop-down list displays IDs of Web Suite records accordingly.
New ID:
Enter the new ID here.
Merge To:
This option appears only when you select Account ID. When the Merge check box has been selected, choose the account number from this drop-down list with which you want to merge the account selected in the Old ID drop-down list.
Help:
Opens the Web Suite Help in the Change ID screen.
Apply:
Click this to save the changes. Web Suite will also inform you after making the change.