Merge multiple ledgers into one ledger
- Article Type: General
- Product: Voyager
- Product Version: All
- Relevant for Installation Type: Dedicated-Direct; Direct; Local; Total Care
Problem Symptoms:
Multiple ledgers need to be combined into a single ledger.
Cause:
Multiple FPC jobs might have run, or the funds need to be combined for administrative reasons.
Resolution:
1. Create the new funds and/or ledger.
2. Bring up every PO and Invoice using the old fund.
3. From the Highlight each Line item > Line Item Menu > Edit Approved
4. Change it to the new fund.
5. Make sure all locations are included in the security profile where the ledger is housed.
Additional Information
A new fund needs to be created rather than just renaming a former fund.
Category: Acquisitions