Convert Organization Keys

Use the Organizations Key Conversion utility to change an organization code or to close out (consolidate) organization code data into a single 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 that are no longer in use.

If the organization has multiple levels, this key conversion only allows you to change the whole organization at one time. If you want to change the individual portions of the organization system-wide, use the Organization Subcodes Key Conversion.

If you use 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 codes:

1. On the Navigation menu, click Utilities > Key Conversions > Organizations.
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.