2,935
can 4 accounts be merged into one account using PSTL? Can it be done all at one time or would you have to do them individually. We planned on using a file that gives the old account in one column and the new in another. What happens if the new account number is the same for all 4 accounts?
thx
Rachel
*This post is locked for comments
Don't forget to consider the "Validate" function as you proceed to have your accounts changed with the PSTL, it will be much more like a QA phase that you are on the right track.
Let us know if you have any further inquiries,
One more question. Can they change from a 3 segment account number GL to a 4 segment GL?
Hi Rachel!
I would have to agree with the information that RedBeard and Mahmoud provide. As with any type of modifications I do highly recommend testing everything in a test environment so you are able to verify the results prior to running in a Live database. Once the testing is complete I also recommend creating a backup of the live company before proceeding with the Account combining.
If you have any further questions please let us know!
~Thomas Newcomb
------------------------------
Dynamics GP Support
------------------------------
This posting is provided "AS IS" with no warranties, and confers no rights
Nothing more valuable that what's mentioned above by Redbeard. Although, I would like to shed a light on the detailed reference that you may consider for this inquiry.
Further more in-depth details related to the "validate" and "import" functions of the PSTL can be found in the same reference, which can be found within the PSTL downloaded folder (ProfServicesToolsLibrary.pdf)
Reference: Professional Services Tools Library Guide.
Let us know if you have any further inquiries,
Rachel,
Yes, you can merge 4 accounts into one account simultaneously. You want to use the Import option in Account Modifier/Combiner. You click the radio button for Import, then click on Validate, which will allow you to browse to a tab-delimited text file with two columns, no headers. Column 1 = Current Number and Column 2 = Target Number.
If you want to combine 4 accounts, you need four lines with different Current Numbers the same Target Number. There is also a step at the end of the process, which explicitly asks if you are combining accounts. You need to say yes to this. I typically separate Modifications and Combinations into two separate files.
Make sure you have a backup of your database prior to doing this, and it is always best to run this in a test environment before doing it in live so you can reconcile to ensure the changes will have the desired effect. Finally, after you run this tool, you will be reminded to run financial reconciliation. If you do not maintain detail history, financial reconciliation will zero your balances.
#1
André Arnaud de Cal...
292,516
Super User 2025 Season 1
#2
Martin Dráb
231,407
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
