Managing Account Set Records

Note: You maintain account sets in Purchase Orders only in a stand-alone system (that is, you do not use Inventory Control).

You can add and delete account set records in your Purchase Orders system, and you can change the description, active status, and general ledger account numbers for an account set at any time. More...

New general ledger account assignments are used only in transactions you add after the change. Existing transactions in the general ledger batch use the previous account numbers. Make any corrections you need in existing transactions in Sage 300 General Ledger, if you use it, or in your other general ledger.

If you make an account set inactive, you cannot assign it to a new item record. You can post transactions for and make changes to item records that were assigned to the account set before you made it inactive.

You cannot delete an account set that is assigned to an item number. Before deleting an account set, reassign any item numbers that are assigned to the account set to other account sets.

To edit account set records:

  1. Open Purchase Orders > P/O Setup > Account Sets.
  2. In the Account Set Code field, type the code for the record you want to edit, or select it using the Finder or the navigation buttons beside the field.
  3. Make the changes you need.
  4. Click Save.

To delete Account Set records:

  1. Open Purchase Orders > P/O Setup > Account Sets.
  2. In the Account Set Code field, type the code for the record you want to edit, or select it using the Finder or the navigation buttons beside the field.
  3. Click Delete.
  4. If a message appears asking you to confirm the deletion, click Yes.

You can also use the Delete Inactive Records screen to delete inactive account sets. For more information, see P/O Delete Inactive Records Screen