Loading New Object Accounts to JDE 8.12

pfaloney

Well Known Member
We have 2 new Object Accounts that will be adding to many business units and am wondering if there is a easy way to upload them to the Chart of Accounts (F0901) instead of manually entering them.
 

Alex Blasenheim

Well Known Member
Yes. Any super user should know how to do this. If not, they need to learn.

The P09804 allows you to copy object accounts from one business unit to multiple ones based on different selection criteria. It is extremely powerful but dangerous if you are not familiar with how this program works. It not only saves a ton of time but accurately adds the exact object names, etc. However, one mistake and you can inadvertently add thousands of accounts by accident! Read up on it in the G/L manual.

This program is found under the Organization and Account setup menu - (Copy accounts to Business Units). This program is a G/L implementer's best friend!
 

pfaloney

Well Known Member
Yes. Any super user should know how to do this. If not, they need to learn.

The P09804 allows you to copy object accounts from one business unit to multiple ones based on different selection criteria. It is extremely powerful but dangerous if you are not familiar with how this program works. It not only saves a ton of time but accurately adds the exact object names, etc. However, one mistake and you can inadvertently add thousands of accounts by accident! Read up on it in the G/L manual.

This program is found under the Organization and Account setup menu - (Copy accounts to Business Units). This program is a G/L implementer's best friend!

That is what I thought. However, I am relatively new to the functional side of many areas of JDE since I have been technical/development for most of my JDE career. Also, we have had a tremendous turnover on accounting/finance in the past year.

Will check it out on Monday.
 

pfaloney

Well Known Member
That is what I thought. However, I am relatively new to the functional side of many areas of JDE since I have been technical/development for most of my JDE career. Also, we have had a tremendous turnover on accounting/finance in the past year.

Will check it out on Monday.
Update. I was only able to do one BU at a time instead of a range of business units
 

jemez842

Active Member
Update. I was only able to do one BU at a time instead of a range of business units

The key is to use the combination of BU type and company. So you could say to copy to all 'IS' type business units in company 00003, or all 'BS' type business units in all companies. If you just had a range to do within a company, and they didn't have a unique BU type, then you're stuck doing it manually.

One other option... I've never done it personally, but looks like it might work... from the P0901 take the row exit to Account by Object / Sub, then you should be able to cut/paste the basic account information and let the system assign the AID.
 

pfaloney

Well Known Member
The key is to use the combination of BU type and company. So you could say to copy to all 'IS' type business units in company 00003, or all 'BS' type business units in all companies. If you just had a range to do within a company, and they didn't have a unique BU type, then you're stuck doing it manually.

One other option... I've never done it personally, but looks like it might work... from the P0901 take the row exit to Account by Object / Sub, then you should be able to cut/paste the basic account information and let the system assign the AID.
Thanks. The P0901 option was what I was looking for. With a Customized Grid, the rest of the Business Units can be loaded without issue.
 
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