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Difference between revisions of "Remapping and Editing Product Codes"
(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...") |
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* 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 | + | * 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).