EQD: Changing Codes

Codes are field identifiers that cannot be edited, like the Client ID, Vendor ID, and Item ID. The Change Code feature is how they’re changed. The Change Code feature is in the Maintenance section of modules GL, AR, AP, OE, and Inventory.

• ⚠️Back up the company Data (example: 0001)
• ⚠️No other users can be logged in while using the feature

Using the Change Item Number as an example:

1. Go to Inventory > Maintenance > Change Codes > Change Item Number.

2. Check the boxes the acknowledge that:
   1. I have a current backup of my EQ Distributor data.
   2. Nobody else is currently in EQ Distributor.
3. Enter the Client ID.
4. Click Add.
5. Enter the Old ID.
6. Enter the New ID.
7. Click Okay.
8. Repeat as needed, (add up to 3999 items).

9. Click Begin to change the codes.
10. A message advises when the process is complete
11. Click Cancel to exit.

A listing of changeable codes by module.

1. General Ledger

       a. Account Number

       b. Bank Codes

       c. Department Codes

       d. Journal Types

2. Accounts Receivable

       a. Client Numbers

       b. Hold Codes

       c. Ship-To Codes

       d. Global Ship-To Codes

       e. Ship-To Group Codes

       f. Tax Codes

       g. Terms Codes

3. Accounts Payable

       a. Vendor Number

       b. Vendor Plant Codes

       c. Vendor Group Codes

       d. Tax Codes (AP)

4. Order Entry

       a. Carrier Codes

       b. Commission Codes

       c. Composition Codes

       d. Consultant Codes

       e. Follow Up Codes

       f. Freight Payment Codes

       g. Order Source Codes

       h. PO Numbers

       i. Product Group Codes

       j. Proof Codes

       k. Royalty Codes

       l. Shipping Charge Code

       m. Ship Via Code

       n. Item Size Code

       o. Item Type Code

       p. Vendor Order Class

5. Inventory

       a. Item Number

       b. Warehouse Code

       c. Category Code

       d. Manufacture Code

       e. EQ Distributor Price Plan Code