Chart of accounts interface

Use this procedure to import the chart of accounts interface file.

  1. Upload the CSV file.
  2. Select Finance > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  3. Open a Finance Enterprise Group record and click the Chart tab.
  4. Open the chart to which you will interface records. If the chart doesn't exist, then you must create it.
  5. Select the Upload tab.
  6. On the Upload tab, click Actions > Upload Hierarchy.
  7. Select the Retain Default Values On Move check box to inherit the set up default values.
  8. Click OK.
  9. Check for errors.
    1. Click Refresh. If any errors exist, they will be displayed in the Upload tab. Fix any errors.
    2. If you fixed errors in the Finance Enterprise Group setup, click Actions > Reset Upload Errors.
    3. Repeat the Run the upload step until all records are loaded without errors.
  10. To verify upload, click the Hierarchy tab.