Changing multiple accounting units

When maintaining information for multiple accounting units, you should assign the same values on account unit fields such as status, account currency, and contact information. Accounting units can be changed for a single company, company range or a company group. Use this procedure to assign the same value to specific fields on multiple accounting units.

  1. Access Mass Accounting Unit Change (GL125).
  2. Define the accounting units where changes will be made. Use these guidelines to specify the field values:
    Company

    Use the beginning and ending fields to specify a company range. You can specify or select a company number in these fields. You can also change accounting units for a single company by selecting a company number in only beginning field.

    Company Group

    Use this field to change accounting fields in for multiple companies defined in a company group at one time. Specify or select a company group that will be processed. Values must exist for this field if company range is blank.

    Note: If you run Mass Accounting Unit Change (GL125) for a company group, then each of the levels or accounting units in the accounting unit list must exist for each of the companies in the company group. If any of the selections does not exist for a company, then no processing or reporting is done for that company.
    Level Ranges 1-5

    Use these fields to change accounting units within a level range or and accounting unit list. Specify the beginning level number in this field. If you leave this field blank, then the default value is zeros.

    You can specify up to five level ranges.

    Accounting Unit List

    Use this field to change accounting units within an accounting unit list. This field is required if company and company group is blank.

  3. Use Change Options form tab to make field changes in the accounting units. Use these guidelines to specify the field values:
    Select

    For each field that you want to change, select X to specify an Old value to replace. Select A to change all records matching the parameters displayed in the Action section to New. If you select a field, then the Old field is optional and the New field is required.

    You can change any of these accounting unit fields:

    • Status

    • Account Currency

    • Person Responsible

    • Attribute Template

    • Address Code

    • Contact or E-mail

    • Telephone

    • Fax

    • User Field 1

    • User Field 2

    • User Field 3

    Note: You cannot change level address, type or chart section fields with Mass Accounting Unit Change (GL125). Accounting Units - Accounts (GL20.1)and Level Organization (G120)must still be used for changing level addresses.
    Old

    Select the old field value to replace. If you select X in the Select field, then leave this field blank to assign the new field value to records that are currently blank. If you select A in the Select field, then you cannot specify an old value and the new field value will be assigned regardless of the old value assigned.

    New

    Specify the new field value that you want to assign. The new value will be assigned to all records if you select A in the Select field.

    This field is required if you select X or A in the Select field.

  4. Run the program.