Is there anyway of changing the account type of a GL Account from the database. I understand its not possible from Acumatica’s Chart of Account screen so I think a script is the most possible options but I am not sure which tables store the account type.
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Change the account type of a GL Account from the database
Best answer by Laura02
Hello,
I have changed the account type in GL Chart of Accounts as follows:
- Set up a new account of the desired/target type
- Use GL Reclassify feature to move all historical transactions from the old account with incorrect type, to the new account with correct type.
- Change number of ‘bad’ account to something different.
- Change the number of the new ‘good’ account created in step 1 to use the desired account number. Now your old account number is of the correct type.
- Inactivate the ‘bad’ account.
Good luck!
+19Hello,
I have changed the account type in GL Chart of Accounts as follows:
- Set up a new account of the desired/target type
- Use GL Reclassify feature to move all historical transactions from the old account with incorrect type, to the new account with correct type.
- Change number of ‘bad’ account to something different.
- Change the number of the new ‘good’ account created in step 1 to use the desired account number. Now your old account number is of the correct type.
- Inactivate the ‘bad’ account.
Good luck!
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
+19Hi,
Not all transactions can be reclassified, sometimes. If there is an ending balance in the account and the transactions making up the balance cannot be reclassified, then you can use a journal transaction entry to move your ending balance from the ‘old’ account to the new one.
+16Hi
You can not change this even on the database. Once there are transaction you have to create a new account and do a Journal Entry.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
See page 91 of this document
AcumaticaERP_2023R1_Beta_ReleaseNotes_full.pdf (acumatica-builds.s3.amazonaws.com)
Good catch Freeman. I just watched the video on the 2023R1 changes today and was happy to see that.
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