Mass Change Account Codes - BAM7600
Asset Management > Utilities > Mass Change Account Codes
This page is used to select elements of any 20-digit account code number and change it to another number, moving the transactions from the old account to the new account.
Example: To change fund 240 to fund 199, the following mask would be used:
| From Mask | To Mask |
|---|---|
| 240-XX-XXXX-XX-XXX-XXXXXX | 199-XX-XXXX-XX-XXX-XXXXXX |
You can limit selection criteria by entering an effective date and/or depreciation year.
Mass change account codes:
❏ Click +Add to add a row.
- If changing more than one account code at a time, make sure that all of the selection criteria apply to all of the account codes.
- If all the selection criteria do not apply, complete one mask at a time.
| Field | Description |
|---|---|
| From Mask | Type the account code elements to be changed. |
| To Mask |
Type the changed account code elements. Note: Verify the mask for accuracy. The From Mask field is updated to the date that is in the To Mask field, even if it is not correct. |
| Transactions | Select to limit selection criteria to account codes with transactions for a specific date. |
| Effective Date | Type the date the transactions to be changed were posted. |
| Depreciation Distribution | Select to change depreciation distribution records. |
| Depreciation Distribution History | Select to change depreciation distribution history records. |
| Depreciation Year | Type the year in the YYYY format to limit the selection criteria in either type of depreciation distribution records. |
❏ Click Execute to execute the process. When the processing is completed, the Inventory Upload report is displayed. Review the report.|
❏ Click Process to update the selected records in the asset management tables.
A message is displayed indicating that the process was successfully completed. Click OK.
Other functions and features:
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Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
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