Expand the Account Structure

The account structure can be expanded to up to 90 characters in Sage Pro 7.4. Follow the steps below:

Important
Create a full and verified backup before proceeding.

  1. Open  System Manager (SM).
  2. Under the Maintain menu, point to Dictionary and click Data Types.
  3. Select “ACCOUNT” from the Data Type ID picklist.
  4. Click Edit.
  5. Type 90 into the Length field.
  6. Enter all other appropriate information and click Save.
  7. The following message appears:WARNING: Increasing the length of Sage Pro ERP fields may cause problems if your system is linked to all other software products that are not part of Sage Pro ERP applications.  Please check with your Solution Provider or the product documentation to determine the maximum size of these fields.
  8. Click OK.
  9. When asked to update fields to this data type, click Yes.
  10. Once completed, click OK.
  11. Click Exit.
  12. Update the data dictionary for all affected modules, including System Manager.
  13. Rebuild indexes.

Once completed, General Ledger (GL) settings must be updated:

  1. Open GL.
  2. Under the File menu, click Change Setup Information.
  3. Click  Acct Structure.
  4. Expand the account structure up to 15 segments and up 90 characters.
  5. Save the account structure.
  6. Open SM.
  7. Under the Transaction menu, point to System Recovery and click Update GL Account Numbers.
  8. The following message appears:IMPORTANT:
    Before running this program you should have made a complete backup of
    your PRO data files (all files ending in .DBF).  If you have not made
    a complete backup immediately before processing structure changes, do
    so before continuing.  You should also check with your accountant to
    insure compliance with any audit requirements.
  9. Click OK.
  10. Select the correct company.
  11. Press Enter.
  12. The following message appears:Update GL company 99 files (and files of linked
    applications) with GL account structure changes?
  13. Click Update.
  14. The following message appears:Are you sure you want to update GL account codes for
    company 99?
  15. Click Update.
  16. Once complete, click OK to finish this process.

The account structure has been expanded and will provide greater flexibility for clients and meet their business needs.

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