Change a Job ID

How Do I...

Use this procedure to change an existing job ID.

  1. Click the Jobs navigation aid in the Customers & Sales Navigation Center and select View and Edit Jobs.
  2. Select the job with the ID you want to change and click Open.
  3. Click the Change ID button.
  4. Enter the new ID that you want to use instead of the current ID.
  5. When you are finished, select OK to change the ID and return to the Maintain Jobs window.

When you change a job ID, all data records and transactions associated with this job will change to reflect the new ID. This includes both current and past transactions.

Note: This is useful if you want to change the way you identify data records. For example, suppose you currently use the customer name as the job ID. However, as your business grows, it becomes necessary to use a scheme that is more definitive than the customer name. For example, you may be doing several jobs for the same customer. Consequently, you decide to begin using job numbers as the identifier. You can easily change the job ID to meet your needs.

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