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How to create new accounts using the project code

How to create new accounts using the project code



Description of Issue
  • How to mass create GL accounts with new project code

  • User needs instructions for adding accounts with new 5 digit project code by referencing accounts with an old 4 digit code.



Context
  • Account Mass Creation

  • Project Master



Cause




Resolution
  • Create the new project code in Project Master then mass create accounts in the Account Mass Creation program.  

  • This process will take any General Ledger account tied to the old project code and create new GL accounts with the same org/object and add the new project code to it.


Financials > General Ledger Menu > Set up/Chart of Accounts > Project Master 

  1. Add new project code

  2. Fill out rest of the fields as needed

  3. Accept

Financials > General Ledger Menu > Set up/Chart of Accounts >Account Mass Creation

  1. Click Define Project

  2. Model project- enter the old project number

  3. Target project- enter the new project number

  4. Accept

 



Additional Information












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