Creating New Accounts with Mass Creation
Use Mass Maintenance's mass creation feature to create new accounts automatically based on existing accounts. For example, if you add a new cost center to your organization you can use mass creation to create all the accounts you need by based upon one of your other cost centers.
Additional Information: Mass creation will not update any accounts and account ranges used in General Ledger definitions, such as recurring journals, mass allocations, consolidation mappings, and summary accounts.
Prerequisites
All target account segment values must exist and be enabled. If a target segment value is disabled, new accounts will not be created.
To create accounts using mass creation:
1. Navigate to the Mass Maintenance Workbench window.
2. Enter a Request name and Description for your mass creation.
3. Select Mass Creation as the Request Type.
4. Enter a Line number for the source-to-target account specification.
5. Enter a Source account specification to use to model your target accounts. You can also select your account segment values from the list of values.
Note: If you enter values for all of the account segments, the account must exist and must be enabled. If you enter values only for some of the segments, the values you enter must exist and be enabled.
6. Enter the Target account specification for the accounts you want to create. You can also select your account segment values from the list of values.
Note: The format of the target account specification must be the same as the format you use for the source account. For example, if you enter values only for some of your source segments, you must enter values for the same segments of your target account specification. If you enter a complete account as your source, you must enter a complete account for your target.
Additional Information: Target accounts that do not exist will be created if they pass cross-validation checking. Target accounts that exist but which are disabled will remain disabled after the mass creation operation.
7. Continue entering account specifications until you are done.
8. Choose the Submit button to save your work and start the mass creation process.
9. Review the Mass Creation Execution Report for any errors. If necessary, correct any errors then resubmit the mass creation request.
Additional Information: Errors will occur if your target accounts violate cross-validation rules or if your mass creation transactions violate the prerequisites.
If there are no errors, mass creation creates the new accounts and updates the status to Completed. If there are errors, no accounts are created and the status is changed to Failed.
See Also
Moving or Merging Account Balances
Defining a Move/Merge Request
Mass Maintenance Statuses
