Bank Accounts - Possible to Edit the name?

SOLVED

I know it's possible to do but can't recall where in SAGE 500 I am able to edit a Bank Account.  I recently created a few bank accounts in SAGE 500 ERP.  Realized I could  be more brief with the account name and went to edit them however the Bank Account name is greyed out.  Can someone remind me where I can edit this?  Currently I'm bouncing around under Common Information > CI Setup > Set Up Bank Accounts. 

Thanks!

Derek

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  • +1
    verified answer

    I think you would use the rename button on the toolbar.  Many forms within Sage 500 ERP have this button.  Internally, the reference uses a unique number called a surrogate key assigned to the account and not the name, although it is likely that the name will need to be unique to the company.  The button appears like a "A" -> "B".  The usage of s surrogate key is what allows you to easy change the name.  Don't forget to also change the description, if appropriate.

  • 0 in reply to Ramon M.

    Very helpful.  I'll go grab my dunce cap now and sit in the corner.  Thanks!

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