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Merging History

I am in the process of cleaning up duplicate accounts and would like to know if
anyone can provide me with instructions on merging the financial history of a
duplicate accounts

Thank you in advance!
 

SallyWhite

Well Known Member
Lisa,

Please define "accounts". G/L? Customers? Something else???

Sally

----- Original Message -----
From: "lisa grimmer" <lisa.grimmer@actstesting.com>
To: <jdeworldml@jdelist.com>
Sent: Thursday, October 26, 2000 8:49 AM
Subject: Merging History ~~0:158


>
>
>
> I am in the process of cleaning up duplicate accounts and would like to
know if
> anyone can provide me with instructions on merging the financial history
of a
> duplicate accounts
>
> Thank you in advance!
>
>
>
>
>
> --------------------------
> To view this thread, visit the JDEList forum at:
>
http://198.144.193.139/cgi-bin/wwwthreads/showflat.pl?Cat=0&Board=W&Number=1
58
> *************************************************************
> This is the JDEList World Mailing List.
> Archives and information on how to SUBSCRIBE, and
> UNSUBSCRIBE can be found at http://www.JDELIST.com
> *************************************************************
>
>



Sally White
SJSoftware, LLC
 
Wherever I find that 2 Address Book entries are actually for the same account I
would like to remove one of the Address Book entries and move all A/P, A/R, and
G/L activity for the removed account to the remaining Address Book entry.
Can I simply change the Address Book number on the transactions?
What files should I be changing?
I'm worried that I'll miss a file.

Thanks.








SallyWhite <salwhite@texas.net> on 10/26/2000 01:01:36 PM

Please respond to jdeworld@jdelist.com








To: jdeworldml@jdelist.com

cc: (bcc: Lisa Grimmer/ACTS)



Subject: Re: Merging History ~~158:165








Lisa,

Please define "accounts". G/L? Customers? Something else???

Sally

----- Original Message -----
From: "lisa grimmer" <lisa.grimmer@actstesting.com>
To: <jdeworldml@jdelist.com>
Sent: Thursday, October 26, 2000 8:49 AM
Subject: Merging History ~~0:158


>
>
>
> I am in the process of cleaning up duplicate accounts and would like to
know if
> anyone can provide me with instructions on merging the financial history
of a
> duplicate accounts
>
> Thank you in advance!
>
>
>
>
>
> --------------------------
> To view this thread, visit the JDEList forum at:
>
http://198.144.193.139/cgi-bin/wwwthreads/showflat.pl?Cat=0&Board=W&Number=1
58
> *************************************************************
> This is the JDEList World Mailing List.
> Archives and information on how to SUBSCRIBE, and
> UNSUBSCRIBE can be found at http://www.JDELIST.com
> *************************************************************
>
>



Sally White
SJSoftware, LLC
--------------------------
To view this thread, visit the JDEList forum at:
http://198.144.193.139/cgi-bin/wwwthreads/showflat.pl?Cat=0&Board=W&Number=165
*************************************************************
This is the JDEList World Mailing List.
Archives and information on how to SUBSCRIBE, and
UNSUBSCRIBE can be found at http://www.JDELIST.com
*************************************************************
 

SallyWhite

Well Known Member
I have not done this personally, but duplicate address book records is a problem for everyone (duplicate Address Book numbers for the same person/business). If you have your cross reference files built, check out Name: AN8, Type: N, To Display: F for all files where AN8 is used. I am not sure I would tackle it, but will see what others on the list think. What we have done in the past is put a flash message on the ones we did not want anyone to use, and change the A/R and A/P flags to N, so they cannot be used for booking any new transactions.

Sally White
SJSoftware, LLC
 
I would have to agree with Sally. Duplicate Address Book numbers is a
problem that arises with all JDE users. The most common way to handle it,
is to identify those records and to give them a different search type.
Alternatively, you can put a message on the Address Book record to alert a
user to it's status. I would also go in to the A/P and A/R screens
(Customer and Supplier detail) within the duplicate records and prevent the
entry of further vouchers/invoices.
Transferring the history associated with these records would be an ugly task
in my opinion.

Ian Morton
Peregrine Group, Inc.


----Original Message Follows----
From: SallyWhite <salwhite@texas.net>
Reply-To: jdeworld@jdelist.com
To: jdeworldml@jdelist.com
Subject: Re: Merging History ~~158:172
Date: Thu, 26 Oct 2000 11:50:51 -0700 (PDT)

I have not done this personally, but duplicate address book records is a
problem for everyone (duplicate Address Book numbers for the same
person/business). If you have your cross reference files built, check out
Name: AN8, Type: N, To Display: F for all files where AN8 is used. I am not
sure I would tackle it, but will see what others on the list think. What we
have done in the past is put a flash message on the ones we did not want
anyone to use, and change the A/R and A/P flags to N, so they cannot be used
for booking any new transactions.

Sally White
SJSoftware, LLC
--------------------------
Visit the forum to view this thread at:
http://198.144.193.139/cgi-bin/wwwthreads/showflat.pl?Cat=&Board=W&Number=172
*************************************************************
This is the JDEList World Mailing List.
Archives and information on how to SUBSCRIBE, and
UNSUBSCRIBE can be found at http://www.JDELIST.com
*************************************************************


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