Solved

Change the account type of a GL Account from the database

  • 21 June 2022
  • 7 replies
  • 620 views

Userlevel 2
Badge

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.

icon

Best answer by Laura02 21 June 2022, 14:48

View original

7 replies

Userlevel 7
Badge +16

Hi @ViweM 

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. 

Userlevel 4
Badge

@ViweM  This is now possible in 2023 R1!

See page 91 of this document

AcumaticaERP_2023R1_Beta_ReleaseNotes_full.pdf (acumatica-builds.s3.amazonaws.com)

 

Badge +18

Hello,

I have changed the account type in GL Chart of Accounts as follows:

  1. Set up a new account of the desired/target type
  2. Use GL Reclassify feature to move all historical transactions from the old account with incorrect type, to the new account with correct type.
  3. Change number of ‘bad’ account to something different.
  4. 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.
  5. Inactivate the ‘bad’ account.

Good luck!

Userlevel 2
Badge

Thanks @kbeatty21  I will do just that. @laura01 I appreciate you advice. 

Userlevel 3
Badge

Good catch Freeman.  I just watched the video on the 2023R1 changes today and was happy to see that.  

Userlevel 2
Badge

I have tried this option but I get this when I try to Reclassify all

 

Badge +18

Hi, 

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.

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved