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GL Description - Mass Change

  • 1.  GL Description - Mass Change

    Posted 8 days ago
    We are currently using GP2015 R2. Is there a way to change part of a description in the GL description line, similar to the find and replace methodology in excel? We are changing the title of one of our departments and it impacts hundreds of general ledger descriptions.  Manually changing is our last resort.

    Thanks!

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    Deborah Paukner
    Controller
    Herzing University, Ltd.
    Menomonee Falls WI
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  • 2.  RE: GL Description - Mass Change

    Posted 8 days ago
    Have you considered using Integration Manager? Of course, you would need to be licensed for it, but it could take a list of GL accounts with the desired descriptions and upload the changes fairly quickly. Be sure to set the integration to Update Only, rather than Insert Only within the Integration Properties window.

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    George Rios
    Bond Consulting Services
    Long Beach CA
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  • 3.  RE: GL Description - Mass Change

    TOP CONTRIBUTOR
    Posted 8 days ago
    If your Department Name comes cleanly from a Segment and the Segment Number is not changing, just the Name/Description, you can make the edit to the Description on the Segment and chose roll down to all affected accounts.
    Nice if you  have clean account names from the segment names.



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    Thaddeus Suter
    Retus, Inc
    HELOTES TX
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  • 4.  RE: GL Description - Mass Change

    Posted 8 days ago
    I have a blog post on how to do this directly in SQL with this specific example - account descriptions/names: https://victoriayudin.com/2013/03/11/changing-part-of-a-string-in-sql-server-using-replace/

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    Victoria Yudin
    Microsoft Dynamics GP MVP 2005-2018
    Flexible Solutions, Inc.
    http://www.GPReportsViewer.com
    http://victoriayudin.com
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  • 5.  RE: GL Description - Mass Change

    TOP CONTRIBUTOR
    Posted 7 days ago
      |   view attached
    @Deborah Paukner:

    You have gotten 3 really good answers. When I set up new account strings GP assigns the name from each account segment, which can be rather lengthy. We only use the name of the main GL account. So, I have used Integration Manager many times to change the description. IM is included with GP2015 but it is installed separately.

    ​I have attached a procedure that I wrote up a few years ago that shows how to set up an Integration to make GL account changes.

    Thanks

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    Joni Finnell
    GP Projects/Troubleshooter
    Consumer Support Services, Inc.
    Newark OH
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    Attachment(s)