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budget:utilities:masschangeaccountcodes:maskcrosswalk

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budget:utilities:masschangeaccountcodes:maskcrosswalk [2018/02/13 21:49] – emorenobudget:utilities:masschangeaccountcodes:maskcrosswalk [2023/03/22 19:25] (current) – emoreno
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 //**Budget > Utilities > Mass Change Account Codes > Mask Crosswalk**// //**Budget > Utilities > Mass Change Account Codes > Mask Crosswalk**//
  
-<WRAP round intro>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. ++++Mask crosswalk edit notes:| {{page>general:maskcrosswalkeditnotes&inline}} ++++  /*Inline folded include*/</WRAP>+<WRAP round intro>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. ++++Mask crosswalk edit notes:| {{page>general:maskcrosswalkeditnotes&inline}} ++++ </WRAP>
  
  
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 {{page>general:maskcrosswalkfields}} {{page>general:maskcrosswalkfields}}
  
-Click **+Add** to include additional account codes in the mask crosswalk.  +VCV 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 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.      * If all criteria cannot be accommodated, complete one mask at a time.   
  
-<WRAP box>**NOTE**: Verify the mask for accuracy. The data in **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.</WRAP> +<WRAP box>**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.</WRAP> 
  
 {{page>general:objectdescription}} {{page>general:objectdescription}}
  
-Under **Options**, select one of the following if changes need to be made to transactions related to the budget:+VCV 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.**  **Do not select any options if following the Budget Processing steps.** 
  
-<WRAP box>**NOTE**: If any of the below options are selected, it is highly recommended that the Human Resources > 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 Human Resources > Utilities > Export Pay Tables utility before continuing to process this crosswalk.</WRAP> +<WRAP box>**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.</WRAP> 
  
 ^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 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:|{{page>general:maskcrosswalkexample&inline}}++| ^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:|{{page>general:maskcrosswalkexample&inline}}++|
-^Update NY Payroll Budget| Select to change all account codes in the next year payroll budget that match the from mask are changed to the to mask account code. This updates all next year payroll frequencies.|+^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.| ^Update PMIS Forecast Distribution|Select to update next year Position Management distribution records. When this option is selected, a Budget export should be processed.|
  
-^Reset|++Reset data.|{{page>general:reset_mask_crosswalk}}++| +{{page>general:reset_mask_crosswalk}} 
-^Execute|++Execute the process.|{{page>general:reset_mask_crosswalk_execute}}++| + 
-^Process|++Click to process the changes.|{{page>general:massunlocklockfunds}}++| +{{page>general:reset_mask_crosswalk_execute}} 
-^Cancel|Click to discard the mask crosswalk and close the page without changing any account codes.|+ 
 + 
 +{{page>general:budgetprocessutility}} 
 + 
 +VCV Click **Cancel** to discard the mask crosswalk and close the page without changing any account codes.
  
  
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budget/utilities/masschangeaccountcodes/maskcrosswalk.1518558594.txt.gz · Last modified: 2018/02/13 16:49 (external edit)

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