Change ID

IDs link most SYSTOC data, which means that they frequently appear in multiple locations. Once an ID has been entered, it cannot be changed manually on the originating data-entry screen. The Change ID option changes ID codes that cannot be edited on the data screen. It is only active on data screens that contain a primary ID (a top-level ID, not a lookup to another data screen).

Change ID is a dual purpose option. You can use it to change IDs or to merge IDs. Although both processes begin the same way, merging is more complex because it requires more human intervention. IDs should only be changed when no one is accessing the records.
  • Change an ID to one that does not currently exist in SYSTOC. An example is a client company that assumes a new name.
  • Change an ID to one that is already in use, a process of combining records called merging. An example is consolidating the records of two companies when one buys out the other.

You must have the appropriate permission to conduct this operation; see Permission.

It is important to think through the changes prior to using Change ID. See Changing IDs and Merging IDs for detailed information.