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FSM Controller

Is there an easy way to inactivate multiple accounts at once?

Posted By

We have a bunch of accounts that need to be set to inactive. Some have items in common like a common location (segment 3). Others are spread throughout the entire chart. I was hoping there was a faster way than to maintain each one and choose Inactive as the Status.

Also, is there a way to print a report that will only list accounts that have had activity within the past 5 years? All the others will be inactivated.

We are using Sage ERP MAS 500 January 2014.

Parents
  • 0
    If you're comfortable with SQL Server Management Studio, you could create a custom view like the following, and then use System Manager > Tools > Task Editor to create a new Business Insights Explore task for the custom view. This view returns the Company ID, GL Account Number and Last Transaction Date for each account that has any transactions posted.

    CREATE VIEW vdvGLLastTran
    AS
    SELECT CompanyID, FormattedGLAcctNo, MAX(TranDate) AS LastTranDate
    FROM dbo.vdvglAccountTran
    GROUP BY CompanyID, FormattedGLAcctNo
    GO

    GRANT SELECT ON vdvGLLastTran to ApplicationDBRole
    GO
Reply
  • 0
    If you're comfortable with SQL Server Management Studio, you could create a custom view like the following, and then use System Manager > Tools > Task Editor to create a new Business Insights Explore task for the custom view. This view returns the Company ID, GL Account Number and Last Transaction Date for each account that has any transactions posted.

    CREATE VIEW vdvGLLastTran
    AS
    SELECT CompanyID, FormattedGLAcctNo, MAX(TranDate) AS LastTranDate
    FROM dbo.vdvglAccountTran
    GROUP BY CompanyID, FormattedGLAcctNo
    GO

    GRANT SELECT ON vdvGLLastTran to ApplicationDBRole
    GO
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