Rename Codes

The Rename Codes utility allows you to change the current account code to a new code. The following identification codes can be renamed within TAM:

• Customer
• Prospect
• Broker
• Company
• CSR
• Employee
• Finance Company
• Lienholder
• Operator ID
• Policy Code
• Producer
• Universal Certificate Holder
• Vendor

Note: To rename general ledger account numbers, see Rename GL Account Numbers.

The workflow steps for each rename option are essentially the same, so a general workflow is provided here.

Note: To run this utility, all users must exit TAM, and there can be no open company reconciliations. Before running Rename Codes, check for open statements as follows:

1. On the desktop, click Start > Programs > Applied Systems > Utility Manager.
   
   Note: TAMCloud clients should instead click Start > Programs > Applied Utilities > Utility Manager.
   
   Note: You must access Utility Manager this way to run this utility.
2. On the Utility Manager screen, open the General folder in the treeview and select Rename Codes.
3. Click the arrow to continue.
4. Select the Rename Type (Customer, Prospect, Broker, etc.) from the dropdown menu.
   • When renaming an existing company code to another existing company code, do not check the Update GL Account checkbox. The GL history cannot be merged; instead, journal entry the balance from the existing company into the company code you are merging into.
5. Double click inside the Current field to select the current customer code from a list.
6. In the New field, type the new code. Use a minimum of seven characters (use four for Operator ID's).
7. Click Accept. The rename information displays in the list for you to verify your changes before proceeding. To remove a code from the list, select the code in the list and click Remove.
8. If you are renaming a company or producer, the Update GL Account checkbox displays on the screen. To run the Rename GL Account Numbers utility immediately after the Rename Codes utility is complete, select the checkbox.
   Important! Since the General Ledger history of the existing GL Accounts cannot be merged together, if you select this utility to run after the rename of a company or producer, you will need to use journal entries to move the balance from that account into the one associated to the Company or Producer code it was merged into.
9. Click Options to select from the following:
   • Print: Print the current rename selections and/or the rename selections queued to run during Night Utility Job System.
   • Load: Place all codes queued to run during Night Utilities in the list on the Rename Codes screen.
   • History: Display details of the prior renames processed and the codes from the queued rename selections. Select the appropriate Show radio button. If you select the Renames radio button, click items in the Renames list to display the details in the lower pane of the window.
   • Queue: Save the selected renames to process during Night Utilities. These are saved in the NIGHTREN.QUE file. If the file already exists and you choose to overwrite it, the renames already queued are deleted from the file. If you do not overwrite, the current rename is added to the existing file. Once you exit the Rename Codes utility, access Night Utilities Setup, select the day that you wish to run the Rename utility, and select the Rename Codes option under Maintenance Options. Click OK and Yes to save your changes.
10. Click Start to run the utility.
11. When the utility is complete, click OK to exit. You are returned to the Rename screen.
12. Click Exit to close the screen.