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Prerequisites

   All target account segment values must exist and be enabled. If a target segment value is disabled, new accounts will not be created.

   Target accounts that exist before the move/merge is submitted must be enabled. Target accounts that do not exist will be created.

   To move or merge account balances:

1. Navigate to the Mass Maintenance Workbench window.

2. Enter a Request name and Description for your move/merge.

3. Select Move/Merge as the Request Type.

4. Enter a Line number for the source-to-target account specification.

5. Enter a unique Source account specification from which to move/merge balances. 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.

Additional Information: Choose the Segment Values button if you want to review your segment values. This will take you to the Segment Values window. Use the menus to return to the Mass Maintenance Workbench window.

6. Enter the Target account specification to which you want to move/merge balances. 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.

7. Continue entering account specifications until you are done.

8. (Optional) Choose the Prevalidate button to run the prevalidation process. Review the execution report and correct any errors before submitting the move/merge.

See: Validation and Prevalidation

Additional Information: Generally, you should prevalidate your account specifications if you plan to run your move/merge unattended, such as overnight. The prevalidation process helps ensure that your move/merge request completes successfully. If you do not prevalidate, General Ledger will still validate your account specifications when you submit the move/merge.

9. Save your work.

See Also

Mass Maintenance Statuses

Validation and Prevalidation

Reversing a Move/Merge

Purging Move/Merge Tables

Creating New Accounts with Mass Creation