This topic shows how to use change key code function which previously known as change data. All the changes of the key code will directly update master data, account opening balance, last year account figure, project opening balance and transactions immediately. This function only available for patch file after Aug 2019.
The key code are arrange according to the table such as:
Account and Invoicing:
Account – all data related to accounts no. in GL Account
Batch – all data related to the batch no.
Project – all data with project entry
Department – all data with departments entry
Agent – all the data with agent entry
Invoicing Only:
Document – all the document no. according to document type under invoicing sales, purchase and stock
Product – all the data related to product code entry
Product Group – all the data related to product group entry
Product Sub-group – all the data related to product sub-group entry
Product Brand – all the data related to product brand entry
POS only:
Buyer – all the data related to buyer entry in POS system.
Below are the overall content for this topic:
Case 1: Change Account No
Case 2: Change Document No
Case 3: Change Buyer Account No
Case 1: Change Account No
Change a/c no. 5000/0000 to 5001/0000
1. Go to System > Administrative Tools
2. Click Change Key Code
3. Select Account in table entry
4. Click on Refresh
5. System shows data accordingly, select the account no. that user wish to update. Example sales a/c: change 5000/0000 to 5001/1000
6. Enter the new account no in text entry
7. Click on Save
8. Click Yes
9. Click OK
10. Once completed update, check GL Account, transaction, reports and etc accordingly.
Case 2: Change Document No
Change invoicing sales invoice INV000001 to INV000002
1. Go to System > Administrative Tools
2. Click Change Key Code
3. Select Document in table entry
4. Select document type: Sales Invoice
5. Click on Refresh
6. System shows data accordingly, select the account no. that user wish to update. Example sales invoice: change INV000001 to INV000002.
7. Enter the new document no. in text entry
8. Click on Save
9. Click Yes
10. Click OK
11. Once completed update, check transaction, reports accordingly.
Case 3: Change Buyer Account No
Change Buyer ID MEM0001 to MEM0002
1. Go to System > Administrative Tools
2. Click Change Key Code
3. Select Buyer in table entry
4. Click on Refresh
5. System shows data accordingly, select the buyer ID that user wish to update. Example change Buyer ID MEM0001 to MEM0002
6. Enter the new Buyer ID in text entry
7. Click on Save
8. Click Yes
9. Click OK
10. Once completed update, check POS reports accordingly