How to Perform G/L Global Alias Change

Use the following steps to perform a G/L global alias change:

1. Click on the Business tab, click General Ledger, and select G/L Global Alias Change.

2. If applicable, in the G/L Global Alias Change screen, under the Step 1: Selection Criteria section, select the Apply Changes to Next Year selection box.

3. If applicable, in the Elements To Be Included section, select one of the following radio buttons: All (selected by default) or Any.

4. Click on the Select Basis Elements button.

5. In the G/L Alias Account Picker dialog box, under the Account Elements and Alias Elements sections, click on the drop-down menu beside the corresponding element to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.

Note: At least one account element or alias element must to be selected.

6. Click on the Accept button or the Cancel button to return to the G/L Global Alias Change screen.

Note: The elements selected will display in the Selected Basis Elements section.

7. If applicable, in the Step 2: Alias Information To Be Changed section, click on the Alias Element drop-down menu to select an option.

Note: The Alias Element and New Alias Value fields will populate with the first options available in the drop-down menu lists.

8. If applicable, click on the New Alias Value drop-down menu to select an option.

Note: The Request Summary section will display information regarding the alias change.

9. Click on the Build Preliminary Report button. The grid will populate all G/L accounts that meet the selection criteria. The Original Alias and the New Alias are displayed.

Note: Use the Group Actions to delete all, delete selected or clear selected G/Ls from the grid.

10. Enter a note in the New Note field.

11. Click on the Save button to save the changes.