Warning
WARNING: The TrackAbout MetaWiki has been deprecated and is no longer being updated.

Please visit our new TrackAbout Knowledge Base at https://supportkb.trackabout.com for the most-up-to-date documentation on TrackAbout and TrackAbout Mobile.

Difference between revisions of "Remapping and Editing Product Codes"

From TrackAbout MetaWiki
Jump to navigation Jump to search
(Created page with "== Renaming Product Codes == This involves the changing of the product code name (PCodeName) Why: Some instances where you might need to change a product code : * an incorrec...")
 
Line 5: Line 5:
 
* an incorrect product code name was entered originally and it needs to be changed or,
 
* an incorrect product code name was entered originally and it needs to be changed or,
 
* a recent change in ownership  
 
* a recent change in ownership  
* The Asset Type was changed where PCodeName  = AssetType
+
* The Asset Type was changed and PCode = AssetType
  
 
If you need to rename a product code, please contact your TrackAbout Support Reprsentative
 
If you need to rename a product code, please contact your TrackAbout Support Reprsentative

Revision as of 16:39, 28 July 2014

Renaming Product Codes

This involves the changing of the product code name (PCodeName)

Why: Some instances where you might need to change a product code :

  • an incorrect product code name was entered originally and it needs to be changed or,
  • a recent change in ownership
  • The Asset Type was changed and PCode = AssetType

If you need to rename a product code, please contact your TrackAbout Support Reprsentative

Effects: If you decide to change the PCodeName for a PCode that was originally set to equal Asset type(PCodeName = AssetType), you will need to change the Asset Type to match the Product Code Name, unless the change in Asset Type provoked the change of PCode Name.

Remapping Product Codes

Why: Change in Organizational Structure. Mergers, Acquisitions. Errors mapping product codes during implementation.

How: To Remap Individual product codes you can make use of the SysAdmin tool here: https://www.trackabout.com/clt/setup/remapProductCodeClient.aspx
If the there are a LOT of Product codes to change, Please contact your TrackAbout Support Representative.

Effects: When remapping product codes, special care has to be taken because remaps can have serious effects due to the changes in the related AssetType properties that can be affected include:

  • Rental Rates
  • Standard
  • Customer Override
  • Agreements
  • Bracketed Rates
  • Asset Families
  • Form Set Rules
  • Reports
  • Custom Reports
  • Standard Reports( AssetType Dependent).