Change general ledger account codes - account change

How do I restructure our chart of accounts?

• General Ledger

• Change general ledger account codes

• Account change

Financials > General Ledger Menu > Set Up Chart of Accounts > Change General Ledger Account Codes > Account Code Change

Changes can be made using Input/Post, Import or Batch Entry

1. Input/Post

   1. Click Input/Post

   2. Original Account: Type in the Org/Obj/Project number or the Long account string

   3. New Account: Type in the Org/Obj/Project number or the Long account string

   4. Click Process

2. Import Changes

   1. Create the Account import file using either the Org/Obj/Proj or Long account import format

   2. Click Import Changes

   3. Select the Import Path/file Name

   4. Select the appropriate options for Overlay existing account changes, Add to existing account changes, Update account changes that match on old account

   5. Click Accept

   6. Click ProcessAfter importing the changes

   7. Click Back and Batch Entry 

   8. Review the proposed changes, Click Update to make any changes and Click Post when ready

3. Batch Entry

   1. Click Update to manually add in the Original (old)and New account Org/Obj/Project or Long account

   2. Click Accept

   3. Click Back

   4. Click Post Batch

   5. Click Print

   6. Click Post Batch

NOTE: All users MUST be out of Live when account codes changes are made, otherwise issues may occur.

Please take a fresh back up of Live before beginning any account code changes.