Org Code Created with the Wrong Fund - Accounts Tied to Org Have Transactions Posted

Org Code created with the wrong fund, Accounts tied to the Org have transactions posted

• Change General Ledger Account Codes
• Chart of Account Segments
• Account Master

Org Code was tied to the wrong fund in Chart of Account Segments.

If the accounts tied to the Org Code have transactions posted, the following steps would need to be completed with ALL users off the system to correct that Organization Code.

1) Change the Org Code number (so it can be re-used)

Financials > General Ledger Menu > Setup/Chart of Accounts > Change General Ledger Account Codes

1. Org Change
2. Enter Original Org Code 
3. Enter new Org Code that will never be used (Ex: 99999999)
4. Process

2) Change segment in Org code 99999999

Financials > General Ledger Menu > Setup/Chart of Accounts > Change General Ledger Account Codes

1. Segment Change
2. Enter New Organization Code 99999999 
3. Update one of the segments 
4. Process

3) Re-create the Original Org with the correct Fund

Financials > General Ledger Menu > Setup/Chart of Accounts > Chart of Account Segments

1. Select Organization Code from the dropdown and hit Accept
2. Add Original Org Code number with the correct Fund
3. Accept

4) Re-create the accounts using the Original Org (now tied to the correct Fund)

Financials > General Ledger Menu > Setup/Chart of Accounts > Account Master

1. Add accounts using the newly created Org Code

5) Once the new accounts are created, manually move the amounts between the Orgs using General Journal Entries, Budget Transfers, Modify Invoices, PO/Contract Change Orders, Payroll History Transfer, etc.

Note: The original accounts (with the incorrect fund) cannot be deleted as they will have posted transactions. To avoid future transactions, those accounts can be set to Inactive status in Account Master (Financials > General Ledger Menu > Setup/Chart of Accounts > Account Master)