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Wondering how hard would it be to convert our GL Structure without disturbing current/historical reports.
I KNOW - I am sure it isn't an easy process...
We currently are setup as 200-339-4950-002, four segments.
Tampering with the idea of having 3 segments:
Segment1: 200
Segment2: 339
Segment3: 4950-002 (currently our -002 does not have any meaning unless it is tied to the account main)
Does anyone have any thoughts on the best way of converting. Pros/Cons or tips welcome!
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Hmm, unfortunately I'm not sure what you can do about that. The account number is alpahnumeric only so no special characters.
Hi Matt-
I think we moving ahead with the new structure. However, we plan to transition effective 7/1, and consolidating 3 companies into one.
We are thinking this is a good time to implement the new segments:
Segment 1 for Partner - SAMPLE = 200
Segment 2 for Program - SAMPLE = 338
Segment 3 for Account - SAMPLE = 4950-001
So, I have created a new company, and have setup a few segment fields for testing. However, the segment 3 is giving me a hard time. I am thinking it doesn't like the "-", since that is the default separator?
We want the 001 to still have some sort of break but, all remain in segment 3 as it is a full number.
Is this possible?
Segment 3 for Account - SAMPLE = 4950-001
200-338-4950-001
Another thing I've seen some companies do when big changes like this happen is to make a <Historical> company which is basically a copy of that company before all the changes happened. You can change security on that company so no one has access to the entry screens so no one can add anything. Then users could run historical reports against the Historical company to get historical reporting. However, if you are basically only concatenating the 3rd and 4th segment then going to that extent may not be necessary since it'd be intuitive enough to where everyone would know what the old account was.
It's not that painful of a process. I've gone through it several times in the past. The biggest thing would be going through and changing all your accounts in Management Reporter to the new main segment number. Also, keep in mind any mappings for integrations that currently exist. For example, do you import your payroll or sales or anything similar from another source? If so, then those sources will most likely need to be updated with the new accounts.
As noted in Tristan's response, you can use the Account Changer tool in PSTL and do it through an import sheet that contains all the changes. This will change the account history and any reference to the original account throughout GP. Keep in mind that if you have any 3rd party products that the changer may or may not work with it.
I'd suggest doing this in a test company first. You could then create a copy of all of your MR reports and get them all updated and run comparisons to make sure everything is tieing out as they should be. You could also test out any imports that had to change as well and get a comfort level that everything is working. Running the process in the test company will also give you an idea of how long the process will take to convert everything. Depending on how many years of history you have and transaction volume, it could take quite awhile. I've seen it take over 72 hours but that was with about 12 years of history and not the speediest of servers.
Once satisfied you could then run the same process in the live company.
Hi Nicole,
You may want to read through the link below:
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