Reclassifying Transactions: Initiation of the Reclassification Process

You initiate the reclassification process on the Reclassify Transactions (GL506000) form, which you open 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 the needed GL batch with the Released status and click Reclassify 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 the Reclassify Transactions form as a starting point. 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, which opens, you specify the settings 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.
• 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.