Maintaining Accounts, Payment Method and Insurance Type

Overview

Three small catalogs of the General Master Data (/applications/generalMasterData/overview) each consist of only a Bezeichnung (Label):

• Konten (Accounts; group Konten / Accounts): posting/general-ledger accounts for cost allocation
• Zahlungsweise (Payment Method; group Fahrzeug / Vehicle): payment methods such as bank transfer, direct debit, credit card
• Versicherungsart (Insurance Type; group Fahrzeug / Vehicle): e.g. third-party liability, partial comprehensive, fully comprehensive (maximum 50 characters)

All three follow the usual operating pattern: "... hinzufügen" (Add ...) button, side dialog with a label field, Actions column with Edit/Delete, duplicate check.

The peculiarity: The label is the key

For these three tables, the label itself is the database key (primary key). This has two practical consequences:

1. Renaming = deleting + recreating. If you change the label in the edit dialog, the system internally removes the old entry and creates a new one with the new name. To you it looks like a normal rename - but:
2. Existing references do not migrate automatically. Records (e.g. contracts or vehicles) that still reference the old label then point to nothing. After a rename, check where the old value was used and re-point the assignments.

When creating, the system checks as usual whether the label already exists ("Der von Ihnen eingegebene Begriff ist in der Datenbank bereits vorhanden." / The term you entered already exists in the database.).

Step by step: renaming an entry

1. Open the catalog (e.g. Versicherungsart / Insurance Type) and click Bearbeiten (Edit) in the row.
2. Change the Bezeichnung (Label) and click Speichern (Save).
3. Afterwards, check the places where the old value was assigned (e.g. insurance details in the vehicle record) and select the new entry there.

Tip: If many records are affected, it is often cleaner to additionally create the new entry, re-point all assignments, and only then delete the old entry.

Frequently asked questions

Why does renaming behave differently here than for brands or cost types? Brands, cost types & co. have an internal number as their key - there the link is retained on rename. For accounts, payment method and insurance type the name itself is the key; hence the swap in the background.

I edited nothing and saved – what happens? Nothing: If the label remains unchanged, no record is touched.

Related articles

• 21 – General Master Data: Overview
• 23 – Cost Types and Cost Centres
• 20 – Managing Vehicles and Drivers