How do we change an incorrect customer or supplier name in Ostendo using the global name change function?
Ostendo uses key fields to maintain data integrity within the database. Key fields, such as customer or supplier name, once saved, are locked for editing. Ostendo comes with built in functionality that turns off the database safeguards and controls the editing process for you in a safe way. This process is called a global name change and can be accessed via File>System Configuration>Global Name Change.
To run a global name change requires the user to have sole access to the database. The time it takes to run the global name change is dependent on the key field being changed and the volume of transactions within the database. It is critical to not interrupt the global name change process once started as this can cause database errors. We recommend you perform a backup before running a global name change and notify all users that the database will not be available for a set period.
If you need to update key field data but are unfamiliar with how to run the global name change, please contact our team.
About the Author
Before joining Cutcher & Neale Michelle spent over 10 years in the Manufacturing industry. During this time, Michelle was responsible for the project management of numerous operational, quality and HSE software implementations and technical product certifications.
With extensive experience as an Ostendo system owner and champion, Michelle understands what is required to successfully project manage complex implementations from strategy and design through to process review training and rollout.
Michelle enjoys investigating business systems, taking a holistic view of the situation to evaluate actions and improve the operation of a business system. With the ability to examine business architecture to identify functional and non-functional requirements, Michelle has provided expert guidance to businesses on the development of policies and procedures, organisational structures, current processes and the development and implementation of IT systems.
A confident communicator and workplace trainer, Michelle listens to clients’ needs and develops systems, processes, documentation and staff training to meet their specific requirements.
