Acct Unit Template Conversion Load (GL123)

Run Acct Unit Template Conversion Load (GL123) to create a conversion file of accounting unit template data to be attached to a company, and optionally generate automatic variable addresses and accounting unit names.

Note: You must run Accounting Unit Template Conversion Load (GL123) once in update mode to create the conversion file the report is extracted from. Once this file is created, you can run the program with No selected in the Update field to create just the report.

Process at a Glance

  1. Define an accounting unit template.

    1. Access this form and click the New Template button to open Define Accounting Unit Template (GL14.6) and define the template header.

    2. Define the first-level accounting unit in the template using GL14.1.

    3. (Optional) Use the Accounts button to open Posting Accounts (GL14.2) and assign accounts to the accounting unit.

    4. Repeat steps 1b and 1c until all the accounting units have been added to the template.

  2. (You are here) Create an accounting unit template conversion file for a company, using Acct Unit Template Conversion Load (GL123).

  3. (Optional) Modify accounting unit information, using Template Accounting Unit Maintenance (GL23.1).

  4. Add the accounting units to the company, using Mass Accounting Unit Addition (GL124).

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