Adding Multiple Change List Entries

Use the Change by Example feature to add multiple change list entries based on an account code pattern that you specify. Change by Example selects any account codes matching the pattern, and also creates replacement codes.

You can also add multiple change list entries by importing changes. For more information, see Importing Change List Entries.

To add multiple change list entries using Change by Example:

  1. On the Account Code Change screen, click Change by Example on either the Toolbar or the Edit menu.

    The Change by Example screen appears.

  2. In the Account Structure field, enter the account structure that applies to the changes you want to make.
  3. In the Account Code section:
    1. Select segments to be changed by selecting the checkbox for a segment, or by pressing Tab until the segment is selected and then pressing Space.
    2. For each segment you are changing, enter a pattern for the current segment in the Change field, and then enter a new pattern in the To field.

      You can use one or more special "wildcard" characters. Each wildcard stands in for any regular character. For example, if you enter A¤¤8¤¤ in the Change field, all of the following would be matching results: A11811, AAA8AA, ABC888.

      If you enter a wildcard in the To field, the character at that position in the pattern will not be changed.

      To enter a wildcard, press Shift + Space.

  4. Click Match.

    The number of changes found, rejected, and available to be added are listed. Changes are rejected if:

    • There is already a change list entry for the current account code or the new account code.
    • The new account code already exists in the account master file.

    If you use Sage 300 Payroll and you have set up cost center overrides, be careful about changing account codes for distribution accounts that use cost center overrides. Doing so can cause serious problems, including data integrity errors and incorrect distribution of employee earnings and deductions. For more information, see About Cost Center Overrides for Payroll.

  5. Click Done to add changes to the change list, or click Clear List if you do not want to add any changes to the change list.

    Note: If you click Done, you can still review the changes in the change list, and delete some or all of them before posting. For more information, see Editing or Deleting a Change List Entry.