Convert Organization Subcode Keys

If your company uses multiple organization levels, you can use the Organization Subcodes Key Conversion utility to change the individual portion of an organization.

You can also use this utility to close out (consolidate) an organization's code into one organization code. You can consolidate data between two existing organization codes. Alternatively, you can set up a new organization code in which to close out organization codes no longer in use.

If your company uses multiple companies, you cannot change the first level of the organization.

If the Resource Planning module is activated but the Accounting module is not, and you have a variable organization structure, you cannot use this utility to change organization codes.

Prerequisite: Back up your DPS database.

To change organization subcodes:

  1. On the Navigation menu, click Utilities > Key Conversions > Organization sub-codes.
  2. Complete the fields on the Key Convert Organizations form.
  3. Select one of the following actions:
    Option Description
    To save the conversion to run later Click Save.
    To run the conversion now Click Run.
    To schedule the conversion to run on a regular basis via the process server Click Schedule and complete the information on the Schedule dialog box.