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 Transactions.

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.