Chart of Accounts

Can I transfer child org values between parents?

  1. Transferring org values between parents, while seemingly simple, actually brings with it a great deal of complexity, so much so that many tubs have opted to close out an org and transfer charges to a new org under the new parent rather than do it. Following are just a few of the issues you need to consider when considering this action:

    • Most cross-validation rules are written for contiguous ranges of values, usually represented by a single parent value. For example, cross validation rule TUB S1234 2-4 might represent a range of values 12340-12359. If...
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    I created a value in the wrong range and have submitted a request to disable it. How can I prevent people from charging to it between now and the next month-end close?

    Other than removing an org value from an end-user's web voucher approval group or Oracle security responsibility, there's currently no way to systematically prevent them from posting transactions to a CoA value that you've requested be disabled.

    If you (or your local chart administrator) have followed all the Pre-Disable steps outlined in the Pre-Disable Checklist for Tubs found on the CSMA ABLE site prior to submitting the request to disable the value, you should not see any new transactions posting to the value during the interim period. However, if you feel that there is a risk...

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