About Changing Account Codes

The Account Code Change screen lists pending changes that you have added. This is called the change list. The changes on this list are not made until you post them, which updates your Sage 300 files in General Ledger, G/L Subledger Services, Bank Services, Tax Services, Accounts Receivable, Accounts Payable, Inventory Control, Order Entry, Payroll, Purchase Orders, and Project and Job Costing.

Types of Change

You can change account codes in the following ways:

• Change. Change an account code.

  When you change an account code, all information including account balances, history, and transactions is associated with the new account code.

• Combine. Combine two account codes into one.

  When you combine account codes, all information from both accounts including account balances, history, and transactions is combined into a single account code.

  When creating a Combine change list entry, the first account code you specify is called the source, and the second account code you specify is called the target. The source is merged into the target, so after the accounts are combined the target account code remains but the source account code does not.

  Tip: You can combine several account codes by creating multiple Combine change list entries that have the same target account code. You cannot use this target account code as the source account code for any other change list entry in the same change list.

• Copy. Create a copy of an existing account code.

  When you copy an account code, all information including the account master file and allocation instructions is copied to the new account code.

Adding Change List Entries

You can add change list entries in the following ways:

• Click New to add a single entry. For more information, see Adding a Change List Entry.
• Click Change by Example to add multiple entries. For more information, see Adding Multiple Change List Entries.
• Import changes from an external file. For more information, see Importing Change List Entries.

Note: You can add a maximum of 1000 entries in the change list.

Posting Change List Entries

To actually change account codes, you must post the change list. For more information, see Posting Changes.