Making Global Updates of a Resource Code and GL Account Components

Technote (FAQ)


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.

  1. Create a Resource Code
  2. Associate 2 Items
  3. Update the Resource Code
  4. Verify the change on the 2 Items
  5. Go To Financial | Chart Of Accounts
  6. Select Action | Resource Codes
  7. Identify and note the Inventory Resource GL Components value for BEARINGS (ex. ????-????-200)
  8. Go To Inventory | Item Master
  9. In the Commodity Group field enter "bearings" and press Enter
  10. Identify an item with an ACTIVE Status (ex. 121115)
  11. Go To Work Orders | Work Order Tracking
  12. Click on the New Work Order button on the toolbar (ex. 1440)
  13. In the Asset field | Select Value | click 1001
  14. Save the record
  15. On the Plans tab | Materials tab | Click the New Row button
  16. In the Item field | detail menu | Go To Inventory
  17. In the Commodity Group field enter "bearings" and press Enter
  18. Click the check-box for Select Records
  19. Click the check-box for the item that you identified in a previous step (ex. 121115)
  20. Click Return with Value
  21. Save the record
  22. Click the Change Status button
  23. In the New Status field select Approved and click OK
  24. On the Actuals tab | Materials tab | click the Select Reserved Items button
  25. Click the check-box to select the item
  26. Save the record
  27. Expand the details for the item
  28. Note the GL Debit Account value; this represents the merged GL with the third component from the Resource Code for BEARINGS (ex. 200)
  29. Save the record
  30. Go To Financial | Chart Of Accounts
  31. Select Action | Resource Codes
  32. Expand the details for BEARINGS
  33. In the Inventory Resource GL Components field | Select Value
  34. Click on the third component (ex. 200)
  35. Click on a different value, such as 300
  36. Click OK, click OK again
  37. Save the record
  38. Select Action | Update Database
  39. Click the radio button for Overwrite Accounts With Old Defaults
  40. Click OK
  41. Save the record
  42. Go To Work Orders | Work Order Tracking
  43. In the Work Order field enter the number of the Work Order that you created in a previous step and press Enter
  44. Click on the record to open it
  45. Select Action | Duplicate Work Order
  46. Click the Change Status button
  47. In the New Status field select Approved and click OK
  48. On the Actuals tab | Materials tab | click the Select Reserved Items button
  49. Expand the details for the item
  50. Note the GL Debit Account value; this represents the merged GL with the updated third component from the Resource Code for BEARINGS (ex. 300)
  51. Save the record

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Document information


More support for:

IBM Maximo Asset Management
Inventory

Software version:

Version Independent

Operating system(s):

Platform Independent

Software edition:

Enterprise

Reference #:

1635642

Modified date:

2014-03-26

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