Question & Answer
Question
Is there a way to globally update a GL account component that is currently associated to many records in the database?
Cause
If there is a need to change the current Resource Code component of an existing GL Account code, then it is possible to make a global change and all associated item, labor, or other records will be updated with the new code.
Answer
The following steps are presented to demonstrate the entire scenario. The actions required to make the global update can be done beginning at Step 30 below.
- Create a Resource Code
- Associate 2 Items
- Update the Resource Code
- Verify the change on the 2 Items
- Go To Financial | Chart Of Accounts
- Select Action | Resource Codes
- Identify and note the Inventory Resource GL Components value for BEARINGS (ex. ????-????-200)
- Go To Inventory | Item Master
- In the Commodity Group field enter "bearings" and press Enter
- Identify an item with an ACTIVE Status (ex. 121115)
- Go To Work Orders | Work Order Tracking
- Click on the New Work Order button on the toolbar (ex. 1440)
- In the Asset field | Select Value | click 1001
- Save the record
- On the Plans tab | Materials tab | Click the New Row button
- In the Item field | detail menu | Go To Inventory
- In the Commodity Group field enter "bearings" and press Enter
- Click the check-box for Select Records
- Click the check-box for the item that you identified in a previous step (ex. 121115)
- Click Return with Value
- Save the record
- Click the Change Status button
- In the New Status field select Approved and click OK
- On the Actuals tab | Materials tab | click the Select Reserved Items button
- Click the check-box to select the item
- Save the record
- Expand the details for the item
- Note the GL Debit Account value; this represents the merged GL with the third component from the Resource Code for BEARINGS (ex. 200)
- Save the record
- Go To Financial | Chart Of Accounts
- Select Action | Resource Codes
- Expand the details for BEARINGS
- In the Inventory Resource GL Components field | Select Value
- Click on the third component (ex. 200)
- Click on a different value, such as 300
- Click OK, click OK again
- Save the record
- Select Action | Update Database
- Click the radio button for Overwrite Accounts With Old Defaults
- Click OK
- Save the record
- Go To Work Orders | Work Order Tracking
- In the Work Order field enter the number of the Work Order that you created in a previous step and press Enter
- Click on the record to open it
- Select Action | Duplicate Work Order
- Click the Change Status button
- In the New Status field select Approved and click OK
- On the Actuals tab | Materials tab | click the Select Reserved Items button
- Expand the details for the item
- Note the GL Debit Account value; this represents the merged GL with the updated third component from the Resource Code for BEARINGS (ex. 300)
- Save the record
[{"Product":{"code":"SSLKT6","label":"IBM Maximo Asset Management"},"Business Unit":{"code":"BU059","label":"IBM Software w\/o TPS"},"Component":"Inventory","Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"Version Independent","Edition":"Enterprise","Line of Business":{"code":"LOB59","label":"Sustainability Software"}}]
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Document Information
Modified date:
17 June 2018
UID
swg21635642