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moving_categories_and_ledger_history

Moving Categories and GL History for Income and Sales

Purpose:

This purpose of this document is to demonstrate how to move parts from one category to another category as well as moving the Cost and Income ledger history for those parts.

Limitations:

These steps will move entire sub categories of parts. We cannot choose to move a few parts in the sub category. The entire Income and Costs ledgers will have to be moved as well. We cannot pick and choose the ledgers that we wish to move. The category that we are moving the parts to has to exist. Refer to the documentation on how to create category numbers if you need assistance with creating new categories.

Method Part 1 - Moving the sub category

This method covers the moving of the inventory parts from one category to another.

The categories we wish to move will be labelled as XXX.
The categories to which the parts will be moved will be labelled as YYY.

Use the Move Parts To Category routine in the tool box. This routine is found under:
Inventory Routines → Maintenance Routines → Move Parts To Category

In the 'Move From Category box' we will put the number XXX.
In the To 'box' we will put the number YYY.

After the numbers have been entered you click the Move box to perform the move.

Method Part 2 - Moving the cost and income ledgers

This method covers the moving of the G/L numbers from one account to another.

Use the Move Ledger Account routine found under the Ledger Routines option in the toolbox.

To move the cost ledgers we will enter 5XXX into the 'From Account' box and 5YYY into the 'To Account' box.
Ensure that all check boxes are checked then click the 'Move Ledger Button' button.

To move the income ledgers we will enter 4XXX into the 'From Account' box and 5YYY into the 'To Account' box.
Ensure that all check boxes are checked then click the 'Move Ledger Button' button.

The procedure to move the sub category and the associated ledgers is now complete.





Author: arose
Editor: arose
Last Edited: 17-Apr-2008
System Five version: 5.41.0.18

:!: Superceded by Category Change Article

moving_categories_and_ledger_history.txt · Last modified: 2010/05/28 16:43 by andrew