Change Transaction Type Code

During an upgrade, Collect! using certain transaction types to perform calculations and bring your financials up to date in the new version of Collect!

The transaction types used are:

196 - Original Principal
197 - Original Interest
194 - Judgement Principal
195 - Original Judgement Interest
399 - Collection Fee
499 - Total Accrued Interest
599 - Adjustment through Upgrade

The settings for these transaction types are shown in Preparing To Upgrade Your Database.

If you are already using any of these transaction types, they must have settings that are IDENTICAL to those shown in Preparing To Upgrade Your Database.

If the transaction type you are using differs in any way from the settings shown, you will have to renumber the transaction type and any transactions of that type and then create a new transaction type with the correct settings as shown.

You may change your transaction types and renumber the transactions manually, if there are only a few. In order to make this easier, you can use a utility report created for this purpose. The report prompts for a transaction type code to change and a new code. Then it changes the transaction type code and any transactions of that type and displays a count to the screen.

You must run the report a separate time for each transaction type that you have to change. The report only addresses the transaction types listed above - those needed by Collect! for the upgrade to proceed smoothly.

Please import this report into your database and make the necessary changes to your transaction types and transactions before proceeding with your upgrade preparations.

Request the Change Transaction Type Code report from Collect! support.

When you are finished renumbering any necessary transaction type codes and transactions, please continue with Preparing To Upgrade Your Database and input the necessary transaction types with the proper settings, as shown.

Please be aware that reports in your system that use a transaction type that you are changing may have to be modified to look for the new Transaction Type Code you intend to use. So please remember to test your reports.

See Also

- Preparing To Upgrade Your Database