Bulk Copy of Sub-Accounts/Sub-Objects

Before You Start . . .

  1. The Bulk Copy feature of the Account maintenance document allows you to copy all sub-accounts and/or sub-objects from an existing approved account to a new or existing account. It will not modify sub-account or sub-object codes that already exist.

  2. You can only copy active sub-accounts and sub-objects.

  3. You will need to know the chart-account combination from which you will copy the sub-accounts/sub-objects, as well as the chart-account combination to which you will copy.

  4. Bulk copy updates overnight, so you won't see the results until the following business day.

Step-by-Step . . .

Select and open the Account document from the GL/COA maintenance document group.
Complete the main screen of the Account document. For assistance with this, see the Account section of the Online Reference Manual.
Click the More button, which leads to the Account Responsibility screen.
Click the Bulk Copy button.
In the Copy From field, enter the chart and 7-character account from which you want to copy the sub-accounts and/or sub-objects.
For a list of sub-accounts and/or sub-objects that will be copied, click on the sub-account and/or sub-object buttons.
To copy sub-accounts and/or sub-objects make sure the Copy Sub-Accounts and/or Copy Sub-Objects fields indicate Yes (i.e. depending on whether you are copying sub-accounts, sub-objects, or both).
Click OK to return to the Account Responsibility screen.
The Bulk Copy button will now be red. Click OK to return to the main screen.
Click OK to route the document.
Once your document has been approved, the copied sub-accounts and/or sub-objects will be available for use the next business day.


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