Updating Your Chart of Accounts

Select Organization & Account Setup (G09411), Online Chart of Accounts.

On the Work With Chart of Accounts form, select Refresh Chart of Ac from the Report menu.

After you revise or delete an existing GL account or add a new one, you must run the Refresh Chart of Accounts program (R0909R) to update the Chart of Accounts - Reference File table (F0909).

If you add an account with the same object and subsidiary as an existing account but with a different description or level of detail, the Refresh Chart of Accounts program retains the first occurrence of the object and subsidiary only for the chart of accounts. For example, assume account 3.5005.WEST has a description of Sales - West Virginia. You add account 1.5005.WEST with a description of Sales - Western Region. When you run the Refresh Chart of Accounts program, the system updates F0902 table with object account 5005 and the description Sales - Western Region.

The Refresh Chart of Accounts program can take a long time to run, especially if you revise a substantial number of accounts or have a large chart of accounts. Consider running it during off-peak hours.

You can review the updated chart of accounts using the Online Chart of Accounts form or by printing the Chart of Accounts Report (R0909P).