This process can only be completed when ALL users are off the system. We recommend testing in a non-Live environment first and saving a backup of the database before updating in Live. To update: Financials > General Ledger Menu > Setup/Chart of Accounts > Change General Ledger Account Codes In the Change General Ledger Account Codes program, Click Account Change. Select Import Changes. Use Excel to create a file. If you use Org/Obj/Proj, the import must include: Old Org, Old Object, Old Project, New Org, New Object, New Project, Account Status (optional) or If you use Long Account, the import must include: Old Fund, Old Seg2, Old Seg3, Old Seg4, Old Seg5, Old Seg6, Old Seg7, Old Seg8, Old Object, Old Project, New Fund, New Seg1, New Seg2, New Seg3, New Seg4, New Seg5, New Seg6, New Seg7, New Seg8, New Object, New Project, New Account Status (optional). Delimiter used between segments must match delimiter designated in GL Settings. Save the file as comma-delimited with .csv as the file extension. Click Define and select option. Accept.
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