If you have been using Agrimaster for a long time, your Code list may contain codes you would like to merge or amalgamate, such as:
- Codes no longer required
- Codes with incorrect spelling
- Duplicated Codes or similar Codes
You cannot delete a code that has been used in an entry (I.e an invoice or transaction). You can modify or merge code to first remove any links to an entry and then you can delete the unwanted names.
Merging Codes (using Find Edit)
The Find Edit function allows you to search for transactions using any field in Agrimaster. For example, you can search for all of the transactions for a certain name (within a specified time period) but we recommend you search the whole cashbook the beginning setup date to the current date.
To merge names using the Find Edit function:
- On the Home Page, click Cashbook
- Click Find Edit
- In the Date Range (First, Last), change the date range in the First box to the first month of the Agrimaster file by scrolling to the top of the box and selecting the blank box, highlighted blue below. In the Last field, select the most current data file date
- Choose the ‘old or defunct’ Code you wish to remove in the code field. If you have multiple names that need to be merged into one, you will need to do this process one at a time.
- Click the green tick or press F10 to start the search
- All transactions matching the search parameters will be listed. You can now view or edit the transactions
- Click the Replace button
- On the right-hand side, select the new code you want for these transactions
- Click green tick or press F10 to change all the transactions to the new code
- A warning will appear. Click Yes to continue
- Once the transactions have been successfully changed, they will be removed from the Find Transactions screen
- Once you have emptied the cashbook of transactions using that name, you can delete that name from your names list.
Delete Codes from Code Lists
To delete codes from the codes list:
- Exit from the Find Transactions screen by clicking on the X button
- Click on Setup & Tools in the main menu
- Click on Cashbook Setup
- Click on Codes
- Find the code you wish to remove in the list
- Click on it & click the red X . If you have correctly merged the code, it will be deleted without a warning as it contains no data.