Reclassifying Transactions: Initiation of Reclassification Process

You initiate the reclassification process on the Reclassify Transactions (GL506000) form. You open this form in one of the following ways:

• By using the Account Details (GL404000) form. On this form, you select a GL account and, in the list of transactions posted to this account, the transactions that you need to reclassify. You then click Reclassify on the form toolbar. The Reclassify Transactions form opens with the selected transactions displayed in the table. (To reclassify all transactions posted to the selected account, you can instead click Reclassify All on the form toolbar.)
• By using the Journal Transactions form. On this form, you select a required Released GL batch, and in the Actions menu on the form toolbar, click Reclassify. The Reclassify Transactions form opens, displaying the transactions included in the selected GL batch.
• By searching for or navigating to Reclassify Transactions form. The form opens with no entries in the list. To load the entries to be reclassified, you click Load on the form toolbar. In the Load Transactions dialog box that opens, you specify the parameters of the transactions to be uploaded to the form. Once the transactions are uploaded, you can modify the details of each required transaction or of multiple transactions simultaneously. (For details, see the next section of this topic.)
• By using the Reclassification History (GL405000) form. On this form, you can select the last transaction of the reclassification chain, and then click Reclassify on the form toolbar, which opens the Reclassify Transactions form.