Available in Sage 50 Premium Accounting and higher.

Change a Phase ID

How Do I...

Use this procedure to change an existing phase ID.

  1. Click the Jobs navigation aid on the Customers & Sales Navigation Center and select View and Edit Phases.
  2. Select the phase 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 Phases window.

When you change a phase ID, all data records and transactions associated with this phase 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 when your company was new you performed two different jobs: residential roofing and siding. So, for example, you identified the phases of a roofing job as R1, R2, and R3. Now, however, your company does both residential and commercial roofing and siding, so you want to change your phase IDs to reflect the differences: RR1, RR2, and RR3 for a residential roofing job and CR1, CR2, and CR3 for a commercial roofing job. Tell me more about using phases.

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