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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Change main account af...
Microsoft Dynamics AX (Archived)

Change main account after transactions are posted

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Posted on by Community Member

Hi Gurus,

Suppose i have already got some transactions posted into the main account, seems it's not possible for me to change the main account any more, how can i satisfy this requirement?

Many thanks

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

    Hi Jianrui,

    There are two definitions for this:

    1) Posted on the wrong main account

    2) The main account was created with a wrong number

    If your question is about the first problem, you can reverse the original transaction and post a new one. Reversal will also create new transactions.

    If it is related to the second, it is possible to change the account number. This will only affect reporting which were created in the past.

  • Community Member Profile Picture
    Community Member on at

    [quote user="André Arnaud de Calavon"]

    Hi Jianrui,

    There are two definitions for this:

    1) Posted on the wrong main account

    2) The main account was created with a wrong number

    If your question is about the first problem, you can reverse the original transaction and post a new one. Reversal will also create new transactions.

    If it is related to the second, it is possible to change the account number. This will only affect reporting which were created in the past.

    [/quote]

    Hi Andre

    According to the Chinese convention, the main account can be configured into multiple level as below:

    first level 1000, second level main account like 1000.01, 1000.02, if i create the main accounts for the first level, then the first level will be changed to "Total" type, and we cannot post any transaction into it.

    There is one main account which doesn't have any sub main account before, and also there are some transaction posted into it, but now i have to create some sub-level main account for it, the system told me transaction already posted in this main account, i cannot change it .

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

    Hi Jianrui,

    Do you need to change the main account type? This is indeed not possible. You might consider rename the current from e.g. 1000 to 1000.01 and create a new 1000 for the "Total" type.

  • Community Member Profile Picture
    Community Member on at

    [quote user="André Arnaud de Calavon"]

    Hi Jianrui,

    Do you need to change the main account type? This is indeed not possible. You might consider rename the current from e.g. 1000 to 1000.01 and create a new 1000 for the "Total" type.

    [/quote]

    Hi Andre, you are right, this solution can help me to fix this problem,

    Thanks

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