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This text refers to program version 8.4  

Conversions - Master, Conversions - Activity Types

This page describes the Conversions - Master and Conversions - Activity Types settings in the System module.

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The Conversions - Master and Conversions - Activity Types settings together allow you to change the Code of an Activity Type in the Activity Types setting, and in all Activities and other registers. For example, you might have been using Activity Type "S" before realising that you should have been using Activity Type "ST" instead. Using these settings, you can change Activity Type "S" in every past Activity in which it has been used to Activity Type "ST". The Activities will appear under the new Activity Type in all reports. Follow these steps:

1. Change to the System module and open the Conversions - Activity Types setting. Enter each pair of old and new Activity Types as shown in the illustration below. In the example illustrated, we will change "S" (the old Activity Type) to "ST" (the new Activity Type):
   

   

   The new Activity Type does not have to exist in the Activity Types setting. In this example, if "ST" is not an existing Activity Type, Activity Type "S" will be changed to "ST" by the conversion process and so "S" will no longer exist. If "ST" is an existing Activity Type, Activity Type "S" will be deleted. In effect, this will mean that you are merging "S" with "ST".
   

2. Remaining in the System module, open the Conversions - Master setting and select the Convert Activity Types option:
   

   

3. Make a text or timed back-up of your database and quit Standard ERP.
   

4. Remove the Standard ERP database file (named "Hansa.HDB") from the folder or directory containing your Standard ERP application.
   

5. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Select the [Restore from Backup] option.
   

6. When the 'Import files available' window appears, choose to import the back-up file that you created in step 3.
   

7. During the import process, the new Activity Type will be applied to all Activities with the old Type. In the example, Activities that were of Type "S" will be given the new Type of "ST". Any use of the old Activity Type in any other register (e.g. in the Target Time and Approval Rules registers) will also be changed.
   

   Note that use of the old Activity Type in some settings (settings of types 1 and 2 as described here) will not be updated. Examples include Activity Types, Subsystems, Company and User Workflow Overview and Production Settings. You will need to update these settings yourself to ensure that they contain valid Activity Types.
   

8. Return to the Conversions - Master setting in the System module and turn off the option to Convert Activity Types.
   

9. Return to the Conversions - Activity Types setting and delete everything line by line.

If you have more than one Company in your database, you must repeat steps 1 and 2 above in every Company in which the conversion is to take place. In all other Companies, leave the Conversions - Activity Types setting empty and do not tick any of the options in the Conversions - Master setting. If you want a different conversion to take place in another Company, enter old and new Activity Types in the Conversions - Activity Types setting in that Company as necessary, and select the option to Convert Activity Types in the Conversions - Master setting in that Company as well.

If the Activity Types setting is shared, you should repeat steps 1 and 2 above in every Company that shares it. For example, if you have three Companies and Companies 2 and 3 are sharing the Activity Types setting, follow steps 1 and 2 in Companies 2 and 3.

If the Activity Types setting is shared and is stored in Company 0 (i.e. in the Shared Registers setting in the Technics module, the In Company field is empty), you should again repeat steps 1 and 2 above in every Company that shares the register. Then, follow the procedure described above, but replace steps 5 and 6 with the following:

5. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Then:
   
   1. Close the 'Welcome to Standard ERP window using the close box .
      

   2. You will be prompted to enter a new Company: a Code and Name will be sufficient. Press [Save].
      

   3. You will be presented with a blank screen: quit Standard ERP and restart.
      

   4. Repeat steps 1 and 2.

6. Ensure you are in the System module and use the 'Automatic' or 'Manual file search' import functions to import the back-up file that you created in step 3.

Steps 1 and 2 will cause the old Activity Type to be replaced by the new one in every register (e.g. in Activities, Target Time records, Approval Rules records, etc) in the relevant Companies. The new step 5 will cause the old Activity Type to be replaced by the new one in the Activity Types setting in Company 0.

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Settings in the System module:

• Introduction
  

• Access Groups
  

• Active Users
  

• Auto Actions
  

• Bank Holidays
  

• Base Currency
  

• Base Currency Rates
  

• Cloud Security
  

• Company Date and Numeric Format
  

• Company Info
  

• Configuration
  

• Conversions - Master, Conversions - Accounts and VAT Code
  

• Conversions - Master, Conversions - Activity Types
  

• Conversions - Master, Conversions - Contact Classifications
  

• Conversions - Master, Conversions - Contacts
  

• Conversions - Master, Conversions - Currency Codes
  

• Conversions - Master, Conversions - Items
  

• Conversions - Master, Conversions - Locations
  

• Conversions - Master
  

• Conversions - Master, Conversions - Suppliers
  

• Conversions - Master, Conversions - Tags/Objects
  

• Conversions - Master, Conversions - Users
  

• Countries
  

• Countries Regions
  

• Currency Round Off
  

• Days and Months
  

• Departments
  

• Discount Options
  

• Display Groups
  

• Exchange Rates Settings
  

• Form Settings
  

• Global Warnings on UnOKed Records
  

• Internet Enablers
  

• Journaling
  

• KPIs
  

• Languages
  

• Locking
  

• Locking Exceptions
  

• Number Series Defaults
  

• Opened Windows History
  

• Optional Features
  

• Password Security
  

• Printers
  

• Reporting Periods
  

• Round Off
  

• Sales Groups
  

• Single Functions
  

• Special Days
  

• Styles
  

• Sub-Ledger Control Accounts
  

• Task Manager Access
  

• User Warnings on UnOKed Records
  

• Values in Text
  

• VAT Number Masks
  

• Weeks

Go back to:

• Home page for System Module manual
  

• Home page for Standard ERP manual

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