G/L Account Mass Status Change
The G/L Account Mass Status Change page allows authorized users to change account information for multiple accounts simultaneously.
To search for accounts and apply a mass status change, follow the steps below:
- To access the G/L Account Mass Status Change screen, go to Maintenance > new world ERP Suite > Chart of Accounts > G/L Accounts > Mass Status Change.
- To search for all accounts in the system, click Search. To narrow your search and limit your results, select any or all of the search fields as needed.
Click here for more information on the fields.
| Field | Description |
|---|---|
| Organization Set | The organization set on which to search. |
| <Account> Number | The account element (base and detail) on which to search. |
| Budget Type | The budget type on which to search. |
| Budget Level | The budget level on which to search. |
| Description | The description of the account on which to search. |
| Account Status | The status of accounts on which to search. |
| Through Fiscal Year | The account fiscal year on which to search. |
| Account Type |
The account types on which to search. |
| Assets | Indicates whether asset accounts are included in the search. When selected, all Asset accounts are returned. |
| Liabilities | Indicates whether liability accounts are included in the search. When selected, all Liability accounts are returned. |
| Fund Equities | Indicates whether fund equity accounts are included in the search. When selected, all Fund Equity accounts are returned. |
| Revenues | Indicates whether revenue accounts are included in the search. When selected, all Revenue accounts are returned. |
| Expenses | Indicates whether expense accounts are included in the search. When selected, all Expense accounts are returned. |
| Project Requirement | The type of project requirement on which to search. |
| Project Usage | The type of project usage on which to search. |
| Mass Change Type(s) | |
| New Budget and Status Profile |
Marking displays the New Budget and Status Profile section containing fields for selecting the Budget Type and Account Status. Mark at least one mass change type. Search or Apply validations related to budget and status occur only if New Budget and Status Profile is marked. Clicking Apply updates New Budget and Status Profile or Project Requirement/Usage data only if the corresponding checkbox is marked. |
| Project Requirement/Usage |
Marking displays the Project Requirement/Usage section containing fields for selecting the Project Requirement and Project Usage. Mark at least one mass change type. Clicking Apply updates New Budget and Status Profile or Project Requirement/Usage data only if the corresponding checkbox is marked. |
After you run a search on the accounts, the G/L Account Mass Status Change page displays a list of accounts that meet your search criteria.
- Update the values in the New Budget and Status Profile and Project Requirement/Usage fields with the data you want to apply to the list of G/L accounts found in your search.
- Click Apply to apply the new budget type, budget level, account status, and new budget and status information to the selected accounts.
Click here for more information on the fields.
| Field | Description |
|---|---|
| Budget Type | The budget type to assign to the accounts being changed. |
| Account Status | The status to assign to the accounts that are being added. |
| Project Requirement | The type of project requirement to assign to the accounts being changed. |
| Project Usage | The type of project usage to assign to the accounts being changed. |