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Change Ledger (Fund) Code

  • Article Type: Q&A
  • Product: Alma

Question

Ledger Codes (affecting Fund structure) migrated to Alma carrying the fiscal year information appended (e.g. Finance FY 15).

After rollover, this code still has previous year's information.

How to change the codes without rebuilding the entire fund structure? 

Answer

Data fixes in the database should be minimized, but it is possible to apply this quick fix:

Create Ledgers with correct code, activate and save. Use "Move Funds in Hierarchy" to move all the summary or allocated funds. Repeat for all the affected Ledgers.

This process should be quick and easy to apply. Please feel free to test this workflow on Sandbox first.

Attached is the process with screenshots.

Attachment

Attached file

Category: Acquisitions

Subject: Configuration