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Dear All,
I recieved a request from Finance dep asking that they entered a wrong account number once creating the vendor so is there a possibility to change his account no he is still having two posts so is it possible to change it through the system or backend ..
Thank you ..
Rashed
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Voiding the transactions leaves the voided document in history associated with the original account. You could void all transactions, close the current account (put it on hold), and create a new account and re-create the transactions. Do not delete the old account as postings have pushed through all the way to GL and you will be deleting the audit trails.
Hi, if there are not too many transactions on his account, you could set up a new account, reverse the transactions in the old account and reenter them in the new account. Becomes a bit complicated if you are using Bank Rec etc and if transactions are gone to history.
You could ignore the old account if its balanmce is zero and set up a new account. Enter the historical (cleared) transactions (Invoice as PM Invoice Transactions, payments as PM Credit Notes)...let them post through to th same GL accounts...This creates the history on the new account with no GL or Bank effect...and then carry on with the new transactions.
It saves you investnig in the Professional Services Tools library just for this one issue. However if you will have an ongoing need for PSTL, then it makes sense to invest.
Best regards,
Dear Rihard ,
Thank you for your clarifications . is that meens i can't even void the two posts and delete the accounts using normal gp.
Thank you .
Rashed
It is too complicated and thus dangerous to try to change this number through the backend. Missing a table and leaving a trace of the old number can cause CheckLinks to re-create the old vendor number in the future.
Purchase and use the Professional Tools Library for this.
HI Sandip ,
thank you for ur answer , but i don't have this tool currently and as mentioned that i still have two transactions so is it possible to change the account no in the backend (Database) or not.
Thank you ,
Rashed
Hi Rashed,
Yes its possible, but you need to use "Professional Service Libarary Tools", you need to buy it.
Thanks
Sandip
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