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1. Navigate to the Mass Maintenance Workbench window.

2. Query the move/merge definition that you want to submit.

3. Choose the Submit button to start the move/merge process.

4. Review the Mass Maintenance Execution Report for any errors. If necessary, correct any errors then resubmit the move/merge request.

5. (Optional) Purge the interim move/merge tables that were created during the move/merge process.

Caution: We recommend that you purge tables only after you have verified that the moved balances are correct. Once you purge the tables, you cannot reverse the move/merge operation.

Conflicts with Other Processes and Activities

Journal Creation: includes entering manual or budgetary control journals, importing journals, revaluation, MassAllocations, and recurring formulas.

Balance Processing: includes posting, translation, summarization, open period, and purge.

Account Creation: includes creating, modifying, disabling, and enabling accounts.

All concurrent processes and online activity that fall into the above categories should be completed before you initiate a move/merge operation. To minimize the chance of conflicts occurring, we recommend that you establish and enforce procedures for scheduling move/merge operations. We also recommend that you establish and enforce procedures over account creation and modification.

Suggestion: Consider excluding the move/merge concurrent program from the standard concurrent manager. Instead, assign the program to a special concurrent manager queue that becomes active only at specified times.

See Also

Mass Maintenance Statuses

Validation and Prevalidation

Reversing a Move/Merge

Purging Move/Merge Tables

Creating New Accounts with Mass Creation