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Chart of Accounts maintenance

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k-rock

Veteran Member

Posts: 142

2/15/2008 7:48 PM

How do people clean up the COA? We currently purge transactions after 13 months and balances after 7 years. Is there a way to identitfy the accounts that haven't been used in over 7 years and delete them from GL00?

What steps are required to delete an account from GL00? Do you have to deactivate the account for all accounting units?

John Henley

Posts: 3359

2/20/2008 6:46 PM

Try using a SQL query to identify them...something like this:

SELECT COMPANY,ACCT_UNIT,ACCOUNT,SUB_ACCOUNT,MAX(POSTING_DATE)
FROM GLTRANS
GROUP BY COMPANY,ACCT_UNIT,ACCOUNT,SUB_ACCOUNT
HAVING MAX(POSTING_DATE) < '2005-01-01'

In order to delete, the account would have to not be used (i.e. have a balance in GLAMOUNT, etc.)
You can use GL20.2 (via addins) to delete a bunch of them, and then delete from GL00.