Define or Run Change Tables for Accounts - the Replace Tab

Here you define change tables, which are used to replace account codes. If you want to copy, merge or delete account codes you use the Add/Delete tab.

Procedure

  1. On the Maintain menu, click Account Structure/Change Table - Define/Run. The Define Account Structure Change Tables window opens.
  2. In the Version Number text box, select a new version number or select an existing version number to edit a change table.
  3. On the Replace tab, in the From Account column, enter the account code you want to replace or select an account from the drop-down list box.
  4. In the To Account column, enter the new account code you want to replace the old account code with. Here you have to enter an account code that does not already exist in the account structure.
  5. Click Save.
  6. Click Run to perform the conversion of the specified account codes for the current release number. All values and characteristics are moved to the new account code. The old code is removed.

Results

  • You have to use the Update Layout button in Define Form Structure, Layout tab, to update the form according to your settings on the Replace tab.
  • You have to update the Report layout according to your settings on the Replace tab.
  • You have to update the Linked Structures according to your settings on the Replace tab.
  • All historic data will also be changed when using change tables.
  • You can only run change tables in single user mode.