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budget:utilities:masschangeaccountcodes:maskcrosswalk
Mask Crosswalk - BUD6300
Budget > Utilities > Mass Change Account Codes > Mask Crosswalk
This tab is used to select elements of any 20-digit account code number and change it to another number, copying the account codes and balances for the old account to the new account. The old account and amount are deleted from the budget tables. The new account is accessible to all those whose user profile includes the new account codes. Single or multiple account code changes can be made on this page. Changes to account codes in next year payroll and end-of-year accruals (August accruals) can be easily and quickly changed using this function. Care should be taken when choosing these two options as they affect all next year payroll frequencies. These entries also affect the Create Budget Data, Update Budget Data, and Update Last Year Closing options.
Process the mask crosswalk:
| From Mask | Type the from fiscal year code you want to crosswalk. |
|---|---|
| To Mask | Type the to fiscal year code you want to crosswalk. |
❏ Click +Add to include additional account codes in the mask crosswalk.
- If changing more than one account code at a time, make sure that all criteria can be accommodated.
- If all criteria cannot be accommodated, complete one mask at a time.
NOTE: Verify the mask for accuracy. The data in the From Mask field is copied to what is in the To Mask field. If the account code for the To Mask field does not currently exist, the account code tables are automatically created and updated. When crosswalking from one fund/fiscal year to another fund/fiscal year only, the from fund/fiscal year from the fund code table is deleted.
❏ Under Object Description, select one of the following:
| Existing Code Description from Budget |
Select to retrieve the existing code element description from the current budget. |
|---|---|
| New Object Description from Object Table | Select to replace the current description from the budget with the object code description in the account code table. |
❏ Under Options, select one of the following if changes need to be made to transactions related to the budget:
Do not select any options if following the Budget Processing steps.
NOTE: If any of the below options are selected, it is highly recommended that the Payroll > Utilities > Export Pay Tables utility be used to create a backup of each pay frequency before continuing to process this crosswalk. However, if Update PMIS Forecast Distribution is the only option selected, do not run the Payroll > Utilities > Export Pay Tables utility before continuing to process this crosswalk.
| Update Payroll Distributions | Select to change all payroll distribution account codes in next year payroll that match the from mask are changed to the to mask account code. This updates all next year payroll frequencies. |
|---|---|
| Update EOY Accrual Data | Select to change account codes in the EOY accrual work table. If this crosswalk has funds and fiscal years that also exist in the EOY Payroll Accruals, Run Calculations tab and some of those funds/fiscal years have been selected to not decrement (Funds/Yrs to not Decrement field), the new fund and fiscal year used for expensing the EOY accruals will not be decremented. Example: |
| Update NY Payroll Budget | Select to change all account codes in the next year payroll budget that matches the from mask are changed to the to mask account code. This updates all next year payroll frequencies. |
| Update PMIS Forecast Distribution | Select to update next year Position Management distribution records. When this option is selected, a Budget export should be processed. |
❏ Click Reset to clear all crosswalk records and reset all previously selected options to the default.
❏ Click Execute to initiate the mask crosswalk.
- If any errors are encountered during the process, an Error Listing report is displayed.
- If there are no errors, the Error Listing report is not displayed. If there are no errors, the Mask Crosswalk report is displayed. Review the report.
A message is displayed indicating that the process was successfully completed. Click OK.
❏ Click Cancel to discard the mask crosswalk and close the page without changing any account codes.
budget/utilities/masschangeaccountcodes/maskcrosswalk.txt · Last modified: 2023/03/22 19:25 by emoreno