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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.

Multiple FPC jobs might have run, or the funds need to be combined for administrative reasons.

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