Posting Changes

To change account codes in your Sage 300 files, you post the change list.

  1. Check data integrity to ensure that your data has no errors.
  2. Back up your Sage 300 data.

To post the change list:

  1. Print and review the change list. For more information, see Printing the Change List.

    If you use Sage 300 Payroll and you have set up cost center overrides, pay special attention to distribution accounts that use cost center overrides. Changing account codes for such distribution accounts 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.

  2. On the Account Code Change screen, click the Post button or click Post Changes on the File menu.

    The posting process begins, and progress is shown in a Progress screen. You can stop the posting process at any time by clicking Cancel on the Progress screen.

    Important! If you stop the posting process before it is complete, some changes are posted and some are not. This causes data corruption issues. To correct these issues, restore your data from backup before you do anything else.

  • Print the Audit Log.
  • If errors occurred during posting:
    1. Print the Error Log.
    2. Restore your data from the backup you created before posting.
    3. Review the errors and make appropriate corrections.
    4. Purge the Error Log.
    5. Post the change list again.

    If errors persist, print the Error Log and contact Customer Support or your Sage business partner for assistance.

  • If posting created any messages in the Warning Log, review the warnings and make appropriate adjustments.