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Renaming a Record

Summary

You cannot change the Code value of a record directly because dependancies exist. However, you can log the change for future action, save the record, and then use Rename Record to change that Code throughout the database.

Important: Do not change employee Code values.

Procedure
  1. Edit the Code value in the record.
  2. When you tab to the next field or try to save the record, the following message appears:

    "Do you wish this entity change to be logged for further action?"

  3. Click Yes.
  4. Save and close the record.
  5. Right-click the grid, and click Rename Record.
  6. In the Edit Entity Codes form, click the check box for the record, and then click Activate Tagged Changes.

    A detailed audit log Confirm message appears.

  7. Click No, unless you require a detailed log.

    After PayGlobal updates the code, you can view the audit log, and then close the Edit Entity Codes form.

See also

Editing a Record