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Hi All,
Can I mass upload additional (500) GL accounts in our existing chart of account using Integration Manager without overlapping the existing files? The purpose of this is to use the PSTL in migrating OLD GL to New GL.
Thanks
You can Cards->Inventory->Sites to link a site to one segment of your GL. Transferring inventory goes goes one asset account to another not to an expense account.
That will be GL00100.ACTNUMBR_3 or GL00105.ACTNUMBR_3. You need to obtain the ACTINDX value for your expense account and assign it to IV00101.IVIVINDX.
SELECT ACTINDX FROM GL00100 WHERE ACTNUMBR_3 = 'desired expenses account'
UPDATE IV00101
SET IVIVINDX=value of ACTINDX for the desired account
WHERE ITEMNMBR 'specify your item number range'
You may need to update IV00101.IVCOGSIX instead as I am not sure if you want to update the inventory or cost of goods account.
Thanks Richard,
Basically , when I perform a transfer of inventory, How can I default the GL account of location from inventory to Inventory? I manually keyed In the " To Inventory" GL account cause when I clicked the distribution it was showing the GL account # 10-83800-108101 to both " From Inventory" and " To Inventory".
Thanks
You can start with a spreadsheet. In that spreadsheet you need item number and GL account. You import that spreadsheet into SQL. You can then use the GL00100 table to get the ACTINDX and then update the inventory table(IV00101) table.
How many segments in your GL accounts?
If you look at your item cards you will see several GL accounts. Which accounts do you want to update?
There is always SSMS and writing SQL scripts. Can you do that or do you have access to someone who can?
Cards->Inventory->Items and pull up an item and the the Accounts button. The Inventory account will allow you to assign the default supply account. If you use Item Classes you can make the change to the class and roll down the change.
Hi Richard,
I have a follow up on Item transfer Distribution entry in Inventory- How can I default an account segment when transferring to a site ID or location: Please see sample below:
Basically, When we transfer Items to location, we want the account segment to be defaulted to " supply account". The account that was there was old set up and I want it to be defaulted in new account segment.
Thanks
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