Edit the Lookup ID for a Revenue Transaction

When you add a revenue transaction to the database, the program automatically assigns it a lookup ID, which appears on the revenue record. When you search for a revenue transaction, you can use the lookup ID to quickly find the transaction. You can edit this lookup ID as necessary. When you edit the ID, you must enter a unique ID not in use by another revenue transaction.

1. Open the record of the revenue transaction with the lookup ID to edit. For information about how to open a revenue record, refer to Search for a transaction.

2. Under Tasks, select Edit revenue ID. The Edit revenue ID screen appears.

3. Edit the ID as necessary.

4. Select Save. You return to the revenue record.