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Chart of Accounts maintenance

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k-rock
Veteran Member
Posts: 142
Veteran Member
2/15/2008 7:48 PM
    How do people clean up the COA? We currently purge transactions after 13 months and balances after 7 years. Is there a way to identitfy the accounts that haven't been used in over 7 years and delete them from GL00?

    What steps are required to delete an account from GL00? Do you have to deactivate the account for all accounting units?
    John Henley
    Senior Member
    Posts: 3348
    Senior Member
    2/20/2008 6:46 PM
      Try using a SQL query to identify them...something like this:

      SELECT COMPANY,ACCT_UNIT,ACCOUNT,SUB_ACCOUNT,MAX(POSTING_DATE)
      FROM GLTRANS
      GROUP BY COMPANY,ACCT_UNIT,ACCOUNT,SUB_ACCOUNT
      HAVING MAX(POSTING_DATE) < '2005-01-01'

      In order to delete, the account would have to not be used (i.e. have a balance in GLAMOUNT, etc.)
      You can use GL20.2 (via addins) to delete a bunch of them, and then delete from GL00.
      Thanks for using the LawsonGuru.com forums!
      John
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