-
Open the Set Ledger Consolidated Flag form.
-
Specify this information:
- Starting/Ending Account
- Select the range of accounts whose consolidated flag you want to
change.
- Starting/Ending Transaction Date
- Select the range of transaction dates to include to further define
the range of accounts whose Consolidated flag you want to change.
- Increment Date
- Select this check box to put the utility on the Background queue
to automatically increment the date range and re-run the utility.
- Account Types
- Use these check boxes to select the account types that you want to
include in the utility:
- Asset
- Liability
- Owner's Equity
- Revenue
- Expense
- Analytical
-
Click
Process.
After running this utility, you should run the
Change Reports To Entity utility to correct the
current site structure, using the option to not post the closing balances. You
can then run the
Ledger Consolidation activity to consolidate into
the new structure. It is assumed that the Entity databases into which you are
consolidating are new and thus empty of ledger records.