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ReportAccount Description Change made to the Segment Description within Tools\Setup\Financial\Segment => however, it is not showing on the card.
Does anyone happen to know why?
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Account Description Change made to the Segment Description within Tools\Setup\Financial\Segment => however, it is not showing on the card.
Does anyone happen to know why?
Hello,
Using Mass Modify would make sense to me. I know you said that you tried that and had some confusion on how to properly use it for your scenario. Please see the following article for documentation on this feature.
I hope this helps!
Isaac Olson
Microsoft Support
Hi Lisa -
Thank you for responding. I did update ~300 Account Descriptions as our Budgeting tool pulls from that segment field and we had field length restrictions. At least the change, did impact our tool correctly.
I tried the Mass Modify function. It is confusing....I have not been successful using this approach. It seems GP is not dynamic and when a
change occurs it doesn't find/replace throughout system auto. It seems like a sql action in the tables will make this work....I was hoping not....this is why I am asking for community help.
Changing a segment description doesn't impact the existing GL Accounts. (Naming segments are useful for new account editions and lookups by segment and/or with financial reporting.)
I believe you can use Cards > Financial > Mass Modify to update the account descriptions based on segments. (Note: I haven't used it this way - as I don't have many clients who are building their Account Descriptions based on segments - and I believe there has been some functionality change over the year. As it is a mass modify tool, and the window can be confusing, I recommend trying it in a test company first and carefully documenting the changes and having a current backup before attempting it on a production database.)
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