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With the option 'Rename firm or person' in the Supervisor menu> Rename, codes of a firm or person can be renamed.It is also possible to change a firm into a person (or vice versa).

 

When a code is changed, the complete database needs to be updated which may take some time.

 

Changing a firm into a person or vice versa

To change a firm into a person or vice versa the firm/person to be changed should be entered at Old code. At Alter type the new type can be chosen. The new code is always the same as the old code.

 

Rename code or merging codes

Both the old code and the new code must be entered.

If the new code already exists, the system asks whether the two codes should be merged. If the new code does not already exist, it will be created.

 

The old code will be deleted from the system.

All database records with the old code are changed to the new code.

 

It is not possible to merge codes when the old code is used as a debtor or a creditor. However, the code can be renamed to a new not existing code. When a code is renamed all journals, invoices and time registration will be renamed to the new code.

These changes only apply to the current bookyear. The codes of the debtors and creditors are not changed in previous years. During Copy opening balance it can happen that the old code is created again.

 

When codes are merged and the old and/or new code also exists in Relation management, the following rules apply.

–Records at the new code will not be deleted, changed or complemented.

–Records at the old code which do not exist at the new code will be moved to the new code.

 

Execute rename function in batch

The rename function can also be started up from a batch file with:

Maatwerk.exe /Rename {bookkeeping directory} {old code} {new code} [/X]

If the new code already exists, merging takes place.

 

Use parameter /X to change a company into a person (or vice versa). In which case the new code remains identical to the old code.

 

Batch example:

F:

CD \Mill7\Prog20

.\Maatwerk.exe /Rename B0003201 "Old01" "New01"

.\Maatwerk.exe /Rename B0003201 "Old02" "New02"

.\Maatwerk.exe /Rename B0003201 "Old02" "Old02" "/X"

 

A file RenameLog.txt will be created in the data directory. Check this file for possible error messages.

There are a few restrictions. For example, a firm used in relation management cannot be changed into a person.

 

Important: Always make a backup before executing a batch, and check the data before they are released.