How to Modify a G/L

If a requisition has journal entries in future years the G/L cannot be modified.

Use the following steps to modify a G/L:

1. Click on the Business tab, click Requisition, and select Requisition Review.

2. If applicable, enter the Requisition Number.

3. If applicable, click on the Working On Behalf Of drop-down menu to update the user being worked on behalf of. Current user is selected by default.

4. Click on the Search button.

5. Click on the Action drop-down menu beside the corresponding requisition and select Modify G/L.

6. In the Modify G/L dialog box, click on the Edit button to edit the G/L for the corresponding line item.

Note: Click on the hyperlinks in the Stock and/or G/L Account columns to view more detailed information.

7. In the Modify G/L For Line Item dialog box, update the G/L Account or click on the Search icon to search for a G/L Account.

Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.

8. Click on the Save button or click on the Cancel button to return to the Modify G/L dialog box without saving changes.

9. In the Modify G/L dialog box, enter a note in the Note field.

10. Click on the Save button or click on the Cancel button to return to the Requisition Review screen without saving changes.