This chapter contains these topics:
Part of restructuring your chart of accounts includes keeping the account information up-to-date.
From General Accounting (G09), choose G/L Advanced & Technical Operations
From G/L Advanced & Technical Operations (G0931), choose Global Updates
From Global Updates (G09316), choose Change Account Information
If you make changes to account information that is attached to a particular business unit, you should globally change the description of the same accounts attached to other business units. You can change account information across all business units or companies.
The Change Account Information is a DREAM Writer program.
You can run the Change Account Information program in proof or final mode. If you choose proof mode, the system only prints a report and does not update the information. To update the information, you must run the program in final mode.
In final mode, the system updates the information in the Account Master table (F0901) and, optionally prints a report containing the changes that were made.
When you run this program in final mode, the system updates the following fields for all similar accounts:
Account Description
Alternate Description
Posting Edit Code
Level of Detail
Billable
Budget Pattern Code
Unit of Measure
Alternate Object.Subsidiary
Account Category Codes
The system does not update the Object.Subsidiary field. To update this field, you can change object accounts or change subsidiaries.
See Section 90.1, "Change Account Information (P09813) (Release A9.3 Update)".
From General Accounting (G09), choose G/L Advanced & Technical Operations
From G/L Advanced & Technical Operations (G0931), choose Global Updates
From Global Updates (G09316), choose Change Budget Pattern Codes
As an alternative to individually changing budget pattern codes, you can globally change budget pattern codes on accounts or business units. Use Change Budget Pattern Code to:
Assign budget pattern codes to specified accounts for a business unit or company
Change budget pattern codes for specified accounts for a business unit or company to a new budget pattern code
This form updates the budget pattern code in the Account Master table.
From General Accounting (G09), choose G/L Advanced & Technical Operations
From G/L Advanced & Technical Operations (G0931), choose Global Updates
From Global Updates (G09316), choose Update Model/Consolidated Field
When you need to, you can update all accounts within a model business unit to model or non-model accounts.
If a business unit is a model, this program updates all accounts in the business unit with an M in the Model/Consolidated field. Likewise, if a business unit is blank (non-model), it updates all accounts to a blank.
The Update Model/Consolidated Field is a DREAM Writer program.
From General Accounting (G09), choose G/L Advanced & Technical Operations
From G/L Advanced & Technical Operations (G0931), choose Global Updates
From Global Updates (G09316), choose Update Category Codes F0101 > F0006
If your company has business units that must be maintained as address book entries, you might want to ensure the category code information in the Business Unit Master table matches the information in the address book. The Update Category Codes F0101>F0006 program updates this information. Use this program to eliminate re-entering category code information in the Business Unit Master table.
The Update Category Codes F0101>F0006 is a DREAM Writer program.
The system compares the business unit information in the Business Unit Master and Address Book Master (F0101) tables. When a match is found, it copies the following information from the address book to the Business Unit Master table:
Category codes 1 through 4
Alpha Name field to the Description Line 1 field
Compressed description (alpha name without spaces between words)
Business Unit is a 12-character field in the Business Unit Master table and address book numbers are eight characters. The system updates only business units that contain a numeric value and are eight characters or less. If the business unit is more than eight characters, it is not updated.
Caution:
There are no processing options or data selection for this program. It globally updates all Business Unit Master category code values.You must set up numeric-value business units as address book numbers on Address Book Revisions. See Entering Address Book Records (P01051) in the JD Edwards World Address Book and Electronic Mail Guide.