Renumbering Accounts
Under special circumstances you might need to change the account number of certain General Ledger accounts. This option allows you to change a general ledger account number and update all the transactions (posted or unposted) throughout the system with that number. This includes transactions in open batches or in other modules.
For example, you specify that the Accounts Receivable Asset account is 2100 and you use that General Ledger account for one of your AR Codes. Now you want to renumber account 2100 to a different number; the renumber feature will change the account number that is referenced for the affected AR Code.
(Fund product only) When you renumber an account, the funds for the old and new account must be the same. For instance, you cannot renumber account 1000-001-200 to 1000-010-300 where the bold number is the fund number.
When you renumber accounts, the system merges any attached files into the new record and does not overwrite them, so you might have duplicate attachments.
To change a General Ledger account number:
1 In General Ledger, select Chart of Accounts > Renumber / Merge Accounts from the left navigation pane.
Click thumbnail to view larger image.
2 In the Old Account box, enter the account number you no longer want to use.
3 Type the new account number in the New Account box.
The class and fund number (Fund product only) of the new account number must be the same as the class and fund number (Fund product only) of the old account number.
4 Select OK to begin processing.
Published date: 09/30/2021