Change ID Tool Overview
This tool enables the modification, combination, or correction of IDs. The tool supports ID changes in various tables. To verify if your desired table is supported, select the tool and review the drop-down list for currently supported tables. These include General Ledger, Inventory, Clients, Vendors, and more.
Please note, you must tab forward after inputting the new ID for the Action button to activate.
The Change ID tool can import replacement IDs for any of these tables. For instance, if you previously used a 2 Alpha ID system for Employee IDs but need to switch to an alphanumeric system due to a significant increase in employees, you can use this tool to replace all IDs with the new system.
The Import button lets users perform bulk ID changes using a .csv file, formatted as ‘file, old ID, new ID, carriage return’. The file names are limited to the above-mentioned tables, such as ‘Employee’, ‘Users’, etc.
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