Account Renumbering

The Renumbering screen enables you to renumber account IDs and merge two account IDs. When an item is renumbered, the old ID is completely replaced with the new ID throughout the system. When the process is complete, it is as if the old ID never existed.

A similar process occurs in the case of a merge. When you merge one ID into another existing ID, it will be as if the old ID never existed and was always part of the surviving ID. Perform a merge only when you are certain that all history does in fact belong to the surviving ID. If it does not, then there are probably other procedures you can follow as an alternative, such as inactivating the old ID so that it can no longer be used.

To create a new account ID or to change the information associated with an existing ID, use the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.

The Renumbering screen has one tab, Renumber.

Detail View

Old account ID

Account's previous (old) identifier. It must be a valid account ID. This field has a list box. The account description displays to the right of the ID.

New account ID

The new identifier for the account. All history associated with the account updates automatically to reflect the new ID.

Confirm merge - renumber to an existing account ID

If you are renumbering an existing account ID and merging two accounts, you must acknowledge your action by placing a check in this field.  If the account ID does not already exist in the application, you may leave this field blank.