In Attaché Accounts you are easily able to change Masterfile codes for Customers, Suppliers and Products as well as being able to change Product Location Codes.
It is essential that you take an Archive of your data before doing any Masterfile change and make sure all users are not in Masterfile of Transactions in the software.
To Make changes to Masterfiles:
Go to Tools, Company, Change Masterfile Codes.
Select which codes you want to change e.g. Change Customer Codes.
Input the Old Code and the New code.
Accept (F9).
Attaché will then go through all history transactions associated with the old code and update them to the new code. If you have a lot of transactions this process may take a while. Please make sure Users do not log back in until the update has finished. Balances and transaction history are retained after the code change.
Bulk Updates for Multiple Codes
If you need to update many codes at once, you can:
Perform changes one-by-one using the steps above.
Use bulk update tools (e.g., KFI or similar utilities) to streamline the process. Ensure you are familiar with the tool and its requirements before proceeding.
Important Note:
Always take a full backup or archive before performing bulk updates to safeguard your data.
Best Practices:
Test the process on a small dataset first to ensure it works as expected.