Bank Accounts - Possible to Edit the name?

Question

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

Ramon M. · Accepted 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.

Sage 500

Bank Accounts - Possible to Edit the name?

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING