Transaction Reclassification: Mass-Processing

This topic explains how to perform mass-processing operations related to transaction reclassification, and how the system generates, changes, or works with documents as a result of the mass processing.

If you need to modify the same details in multiple transactions, you can perform the reclassification of multiple transactions simultaneously. To reclassify multiple transactions at a time, you prepare the list of transactions to be reclassified by doing either of the following:

• In the Summary area on the Account Details (GL404000) form, you select the GL account to which the transactions have been posted. In the list of transactions, you select the unlabeled check box for the transactions that you need to reclassify, and click Reclassify on the form toolbar. The system opens the Reclassify Transactions (GL506000) form with the list of transactions.
• You open the Reclassify Transactions form and click Load on the form toolbar. In the Load Transactions dialog box, which opens, you specify the settings of the transactions to be uploaded, and click Load.

To perform mass-changing of settings in multiple transactions, on the form toolbar of the Reclassify Transactions form, click Replace. In the Find and Replace dialog box, which opens, specify the original and replacement transaction settings. Then click Replace to close the dialog box and replace the settings in the needed rows. After you have modified all needed data, you make sure that the unlabeled check boxes are selected for all the rows in the table, and click Process on the form toolbar to run the reclassification process.