Changing or deleting posting accounts

You can make changes to multiple posting accounts or delete multiple posting accounts. This procedure describes the process for changing or deleting many posting accounts with a batch program. You can also change values for individual posting accounts. See Optional procedure for changing or deleting posting accounts.

Posting accounts must have a zero balance before you can delete them. You cannot delete intercompany accounts, or accounts that had transaction or budget activity in the last two fiscal years.

Access Mass Account Change Delete (GL122).
On the Action form tab, use these guidelines to specify the field values:

Action

Select Change or Delete to indicate the action that you want to perform.

Company or Company Group

Select the company or range of companies to which you want to make changes or select a company group.

Level Range -or- Accounting Unit List

To change or delete accounts assigned to accounting units in a specific level range, specify or select the level number for those accounting units or select an accounting unit list

If you select an accounting unit list, then leave the level range, company, and company group fields blank.

Major Account and Subaccount

Select the range or accounts and, optionally, subaccounts to change.

Note: To change all major accounts for the selected accounting units, leave the From field blank and specify 999999 in the To field.
If you are changing the posting accounts, then use the Change Options and User Field Options form tabs to make your changes. 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.

See Defining a chart of accounts.

Old

Select the old field value to replace. Leave this field blank to assign the new field value regardless of the old value assigned. If you select A in the Select field, then you cannot select an Old value.

New

Specify or select the new value to assign.

System Codes

To restrict accounts by system, select codes for the systems you want to have access to this account. You must include any existing systems. For example, if you currently restrict by GL and want to add AP, then you must select both GL and AP. If you select only system codes that you want to add, all pre-existing system codes will be deleted.

As an option, you can restrict access to summary or detail accounts by system as you define or maintain your chart of accounts. See Defining a chart of accounts.
Run the program.