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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
Hello,
Yes, you can still upload additional 500 GL accounts. It must be unique otherwise it will be rejected.
Regards,
Cecile
Thank you so much for your prompt response.. But you mean unique character? the 500( GL) numbers are new and not existing yet so do I need to add unique character to it? Appreciate.
You will be populating the GL00100, GL00105 and GL40200 TABLES. Using Integration Manager as long as your import file contains complete GL accounts that do not exist these accounts will be added to these tables. If you have any SQL experience you could populate only the GL00100 table and then run check links on the GL account master tables and will populate the other two tables. Are you trying to have completely new accounts and old accounts in GP at the same time or are you looking to replace all the existing accounts with the new accounts? It sounds like you are trying to restructure your CoA structure. Whatever you are trying to do I would create a test company and try it first in there.
Thanks Richard,
Yes, we're resctructuring our COA, bvasically before we migrate old accounts to new accounts we need to create first the new account. It was required in PTSL migration. Let me know if I'm on the right track. Appreciate.
Do I need to upload first the NEW 500 GL account before we migrate the Old accounts to New accounts.
From what account structure are you coming to what account structure? XX-XXXX-XX to XXXX-XX-XX for example or is it simply an account number change? Will the number of accounts change? Will there be any merging of accounts? I always do things like this in SSMS. I would create a crosswalk table and then empty the GL00105 and GL40200 tables. Update the GL00100 table and run checklinks on the account master table. Of course, do this in a test company first.
support.microsoft.com/.../how-to-re-create-the-account-index-master-table-gl00105-in-microsoft-d
Hi Richard,
Our current segment are like this XX-XXXXX-XXXXXX which represent as Facility- Cost Center(Dept)- Main. There will be no changes in segment structure, It's just a simple change or merge of cost center number and account number.
Like below:
OLD NEW
10-00000-607201 10-94100-741500- Common Utilities.
I tried to upload 10 new accounts in TEST environment and it was uploaded successfully thru integration manager. I was trying to upload the remaining new 500 GL and once successfully uploaded I will use the PTSL to merge the account from OLD to NEW. Please let me know if i'm on the right track.
Do you have any SQL scripting knowledge? Using PSTL and IM to import the accounts would be one way. You could just as easily write a script updating GL00100 ACTNUMBR_1 through ACTNUMBR_3. Truncate the GL00105 AND GL40200 tables and then run check links on the financial account master. GP uses the ACTINDEX column so all the summary tables do not need to be changed. This will work as long it is a one to one change.
But I'm not well verse in SQL scripting, but using IM and PSTL will work? Once I uploaded the new 500 GL it will not overlapped the existing GL we have in COA? and after that I can merge the OLD to NEW. It might be a slow process but as long as it will work correctly. Thanks for the help.
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