User wants to inactivate all the financial accounts in GP that do not have activities within the last 3 fiscal year. Specifically, as of today, all the accounts that do not have activity or balance from 07/01/2015 should be inactivated. How would this be accomplished?
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Hi Michael,
You can use SQL scripting to perform this function en masse if you want to avoid the manual window update.
However, as all SQL work would be at your complete discretion, please insure you have a good backup of the company db before doing so.
Example SQL scripting that would perform this function as of '06/01/2018' would be:
UPDATE GL00100
SET ACTIVE = 0
WHERE ACTINDX NOT IN (SELECT ACTINDX
FROM GL20000
WHERE DOCDATE > '06/01/2015'
AND SOURCDOC <> 'BBF') -- Open Year Entries
AND ACTINDX NOT IN (SELECT ACTINDX
FROM GL30000
WHERE DOCDATE > '06/01/2015'
AND SOURCDOC <> 'BBF') -- Historical Year Entries
Once inactive the user would need to manually activate the account before it can be used on a new entry.
Best Regards,
Jeff
Hi,
In Cards>>Financial>>Account>> Account Maintenance window have you tried ticking the GL account number as 'inactive' and unticking 'allow account entry'.
I am looking at GP 2013, not sure if this has changed.
Regards,
Rosemary
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