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Our company was recently purchased. Can someone give me a high level idea of the effort to update all of our existing GL accounts in Maximo to our new GL accounts? We have a three part GL account (site, cost center, GL) and as far as I can tell, that will not change. I'm assuming we would keep all our existing accounts in the chart of accounts application but just set them to inactive. Then we would enter the new ones.
But where in the system do we need to update the GLs? e.g. Locations, work orders, etc.
Kevin Wertz
Grifols Inc
Clayton NC
Kevin,
My understanding is this a data problem - not structure
Do you have a crosswalk built from old accounts to new?
MX version?
Sent on the Sprint� Now Network from my BlackBerry�
-----Original Message-----
From: "kevwertz" <wertzee@gmail.com>
Sender: MAXIMO@yahoogroups.com
Date: Thu, 22 Sep 2011 20:08:27
To: <MAXIMO@yahoogroups.com>
Reply-To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] updating GL accounts throughout the system
Our company was recently purchased. Can someone give me a high level idea of the effort to update all of our existing GL accounts in Maximo to our new GL accounts? We have a three part GL account (site, cost center, GL) and as far as I can tell, that will not change. I'm assuming we would keep all our existing accounts in the chart of accounts application but just set them to inactive. Then we would enter the new ones.
But where in the system do we need to update the GLs? e.g. Locations, work orders, etc.
Kevin Wertz
Grifols Inc
Clayton NC
We are on 7.1.1.6. It is my understanding that the SAP folks will supply the
cross reference spreadsheet but we haven't received it yet.
KW
On Thu, Sep 22, 2011 at 4:14 PM, <planschd@yahoo.com> wrote:
> Kevin,
> My understanding is this a data problem - not structure
>
> Do you have a crosswalk built from old accounts to new?
>
> MX version?
>
> Sent on the Sprint® Now Network from my BlackBerry®
>
> -----Original Message-----
> From: "kevwertz" <wertzee@gmail.com>
> Sender: MAXIMO@yahoogroups.com
> Date: Thu, 22 Sep 2011 20:08:27
> To: <MAXIMO@yahoogroups.com>
> Reply-To: MAXIMO@yahoogroups.com
> Subject: [MAXIMO List] updating GL accounts throughout the system
>
> Our company was recently purchased. Can someone give me a high level idea
> of the effort to update all of our existing GL accounts in Maximo to our
> new GL accounts? We have a three part GL account (site, cost center, GL) and
> as far as I can tell, that will not change. I'm assuming we would keep all
> our existing accounts in the chart of accounts application but just set them
> to inactive. Then we would enter the new ones.
>
> But where in the system do we need to update the GLs? e.g. Locations, work
> orders, etc.
>
> Kevin Wertz
> Grifols Inc
> Clayton NC
>
>
>
>
>
>
>
>
>
>
> ------------------------------------
>
> Email addresses you might need:
> Posting: MAXIMO@yahoogroups.com
> Join : MAXIMO-subscribe@yahoogroups.com
> Leave : MAXIMO-unsubscribe@yahoogroups.com
> Cry : MAXIMO-owner@yahoogroups.com
> Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
>
>
>
>
Ok - so maybe the 1st step is to find all tables with GL type fields.
Are you MX admin with backend access?
Sent on the Sprint� Now Network from my BlackBerry�
-----Original Message-----
From: Kevin Wertz <wertzee@gmail.com>
Sender: MAXIMO@yahoogroups.com
Date: Thu, 22 Sep 2011 16:18:07
To: <MAXIMO@yahoogroups.com>
Reply-To: MAXIMO@yahoogroups.com
Subject: Re: [MAXIMO List] updating GL accounts throughout the system
We are on 7.1.1.6. It is my understanding that the SAP folks will supply the
cross reference spreadsheet but we haven't received it yet.
KW
On Thu, Sep 22, 2011 at 4:14 PM, <planschd@yahoo.com> wrote:
> Kevin,
> My understanding is this a data problem - not structure
>
> Do you have a crosswalk built from old accounts to new?
>
> MX version?
>
> Sent on the Sprint� Now Network from my BlackBerry�
>
> -----Original Message-----
> From: "kevwertz" <wertzee@gmail.com>
> Sender: MAXIMO@yahoogroups.com
> Date: Thu, 22 Sep 2011 20:08:27
> To: <MAXIMO@yahoogroups.com>
> Reply-To: MAXIMO@yahoogroups.com
> Subject: [MAXIMO List] updating GL accounts throughout the system
>
> Our company was recently purchased. Can someone give me a high level idea
> of the effort to update all of our existing GL accounts in Maximo to our
> new GL accounts? We have a three part GL account (site, cost center, GL) and
> as far as I can tell, that will not change. I'm assuming we would keep all
> our existing accounts in the chart of accounts application but just set them
> to inactive. Then we would enter the new ones.
>
> But where in the system do we need to update the GLs? e.g. Locations, work
> orders, etc.
>
> Kevin Wertz
> Grifols Inc
> Clayton NC
>
>
>
>
>
>
>
>
>
>
> ------------------------------------
>
> Email addresses you might need:
> Posting: MAXIMO@yahoogroups.com
> Join : MAXIMO-subscribe@yahoogroups.com
> Leave : MAXIMO-unsubscribe@yahoogroups.com
> Cry : MAXIMO-owner@yahoogroups.com
> Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
>
>
>
>
Hi Kevin,
Kindly note that, you will have to update the existing GL accounts GLCOMPONENTS through backend. But, I would suggest to upload the new GL accounts and make the old ones Inactive as they may be getting referenced from other applications.
The new GL accounts can be added from the application :
Goto--> Financial--> Charts of Accounts.
If you wish to modify the GL account configuration(I think you mentioned, you are not going to modify these.), then :
Goto --> Database Configuration --> GL Account Configuration
For loading the new GL accounts from a spread sheet or getting them from SAP, then Create an interface for loading the GL accounts through interface tables or flat files. You will have to create an enterprise service to load the GL Accounts. Loading from Flat files or Interface tables is totally your decision. The corresponding tables for GL accounts are :
1.CHARTSOFACCOUNTS (All Your GL accounts are maintained in this table.)
2.GLCOMPONENTS(This is the table you would want your new GL COMPONENTS to be loaded in)
3. GLCONFIGURE(If you wish to modify the GL account component configurations.)
Hope this helps.
May be there are many other options.
Thanks,
Victor.
--- In MAXIMO@yahoogroups.com, planschd@... wrote:
>
> Ok - so maybe the 1st step is to find all tables with GL type fields.
> Are you MX admin with backend access?
>
> Sent on the Sprint® Now Network from my BlackBerry®
>
> -----Original Message-----
> From: Kevin Wertz <wertzee@...>
> Sender: MAXIMO@yahoogroups.com
> Date: Thu, 22 Sep 2011 16:18:07
> To: <MAXIMO@yahoogroups.com>
> Reply-To: MAXIMO@yahoogroups.com
> Subject: Re: [MAXIMO List] updating GL accounts throughout the system
>
> We are on 7.1.1.6. It is my understanding that the SAP folks will supply the
> cross reference spreadsheet but we haven't received it yet.
>
> KW
>
> On Thu, Sep 22, 2011 at 4:14 PM, <planschd@...> wrote:
>
> > Kevin,
> > My understanding is this a data problem - not structure
> >
> > Do you have a crosswalk built from old accounts to new?
> >
> > MX version?
> >
> > Sent on the Sprint® Now Network from my BlackBerry®
> >
> > -----Original Message-----
> > From: "kevwertz" <wertzee@...>
> > Sender: MAXIMO@yahoogroups.com
> > Date: Thu, 22 Sep 2011 20:08:27
> > To: <MAXIMO@yahoogroups.com>
> > Reply-To: MAXIMO@yahoogroups.com
> > Subject: [MAXIMO List] updating GL accounts throughout the system
> >
> > Our company was recently purchased. Can someone give me a high level idea
> > of the effort to update all of our existing GL accounts in Maximo to our
> > new GL accounts? We have a three part GL account (site, cost center, GL) and
> > as far as I can tell, that will not change. I'm assuming we would keep all
> > our existing accounts in the chart of accounts application but just set them
> > to inactive. Then we would enter the new ones.
> >
> > But where in the system do we need to update the GLs? e.g. Locations, work
> > orders, etc.
> >
> > Kevin Wertz
> > Grifols Inc
> > Clayton NC
> >
> >
> >
> >
> >
> >
> >
> >
> >
> >
> > ------------------------------------
> >
> > Email addresses you might need:
> > Posting: MAXIMO@yahoogroups.com
> > Join : MAXIMO-subscribe@yahoogroups.com
> > Leave : MAXIMO-unsubscribe@yahoogroups.com
> > Cry : MAXIMO-owner@yahoogroups.com
> > Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
> >
> >
> >
> >
>
>
>
>
>
>
>
>
>
You can duplicate the following object structures and create an interface as per your need :
1. MXCOA
2. MXGLCOMP
Then create an enterprise service and external system to load the data in these object structures as per your need.
Thanks,
Victor.
--- In MAXIMO@yahoogroups.com, "Victor" <vikas17.j@...> wrote:
>
> Hi Kevin,
>
> Kindly note that, you will have to update the existing GL accounts GLCOMPONENTS through backend. But, I would suggest to upload the new GL accounts and make the old ones Inactive as they may be getting referenced from other applications.
>
> The new GL accounts can be added from the application :
>
> Goto--> Financial--> Charts of Accounts.
>
> If you wish to modify the GL account configuration(I think you mentioned, you are not going to modify these.), then :
>
> Goto --> Database Configuration --> GL Account Configuration
>
>
> For loading the new GL accounts from a spread sheet or getting them from SAP, then Create an interface for loading the GL accounts through interface tables or flat files. You will have to create an enterprise service to load the GL Accounts. Loading from Flat files or Interface tables is totally your decision. The corresponding tables for GL accounts are :
>
> 1.CHARTSOFACCOUNTS (All Your GL accounts are maintained in this table.)
> 2.GLCOMPONENTS(This is the table you would want your new GL COMPONENTS to be loaded in)
> 3. GLCONFIGURE(If you wish to modify the GL account component configurations.)
>
> Hope this helps.
>
> May be there are many other options.
>
> Thanks,
> Victor.
> --- In MAXIMO@yahoogroups.com, planschd@ wrote:
> >
> > Ok - so maybe the 1st step is to find all tables with GL type fields.
> > Are you MX admin with backend access?
> >
> > Sent on the Sprint® Now Network from my BlackBerry®
> >
> > -----Original Message-----
> > From: Kevin Wertz <wertzee@>
> > Sender: MAXIMO@yahoogroups.com
> > Date: Thu, 22 Sep 2011 16:18:07
> > To: <MAXIMO@yahoogroups.com>
> > Reply-To: MAXIMO@yahoogroups.com
> > Subject: Re: [MAXIMO List] updating GL accounts throughout the system
> >
> > We are on 7.1.1.6. It is my understanding that the SAP folks will supply the
> > cross reference spreadsheet but we haven't received it yet.
> >
> > KW
> >
> > On Thu, Sep 22, 2011 at 4:14 PM, <planschd@> wrote:
> >
> > > Kevin,
> > > My understanding is this a data problem - not structure
> > >
> > > Do you have a crosswalk built from old accounts to new?
> > >
> > > MX version?
> > >
> > > Sent on the Sprint® Now Network from my BlackBerry®
> > >
> > > -----Original Message-----
> > > From: "kevwertz" <wertzee@>
> > > Sender: MAXIMO@yahoogroups.com
> > > Date: Thu, 22 Sep 2011 20:08:27
> > > To: <MAXIMO@yahoogroups.com>
> > > Reply-To: MAXIMO@yahoogroups.com
> > > Subject: [MAXIMO List] updating GL accounts throughout the system
> > >
> > > Our company was recently purchased. Can someone give me a high level idea
> > > of the effort to update all of our existing GL accounts in Maximo to our
> > > new GL accounts? We have a three part GL account (site, cost center, GL) and
> > > as far as I can tell, that will not change. I'm assuming we would keep all
> > > our existing accounts in the chart of accounts application but just set them
> > > to inactive. Then we would enter the new ones.
> > >
> > > But where in the system do we need to update the GLs? e.g. Locations, work
> > > orders, etc.
> > >
> > > Kevin Wertz
> > > Grifols Inc
> > > Clayton NC
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > > ------------------------------------
> > >
> > > Email addresses you might need:
> > > Posting: MAXIMO@yahoogroups.com
> > > Join : MAXIMO-subscribe@yahoogroups.com
> > > Leave : MAXIMO-unsubscribe@yahoogroups.com
> > > Cry : MAXIMO-owner@yahoogroups.com
> > > Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
> > >
> > >
> > >
> > >
> >
> >
> >
> >
> >
> >
> >
> >
> >
>
We are in the process of a GL account update for the Marine Corps. They are
completely changing the values for several of the GL components for FY12.
The first thing to do is determine which records will be updated. If you do
not have to update historic records or existing transactions life will be
much easier.
You can look in maxattributecfg to find all the tables that contain GL
account fields. Then determine which records to update based on the busiess
requirements. For example we are not updating POlines for items that were
ordered in FY11 but will be received in FY12. Your accounting folks should
be able to help with that.
I will be happy to share our process if you want to contact me directly.
Kevin
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
Kevin Wertz
Sent: Thursday, September 22, 2011 4:18 PM
To: MAXIMO@yahoogroups.com
Subject: Re: [MAXIMO List] updating GL accounts throughout the system
We are on 7.1.1.6. It is my understanding that the SAP folks will supply the
cross reference spreadsheet but we haven't received it yet.
KW
On Thu, Sep 22, 2011 at 4:14 PM, <planschd@yahoo.com
<mailto:planschd%40yahoo.com> > wrote:
> Kevin,
> My understanding is this a data problem - not structure
>
> Do you have a crosswalk built from old accounts to new?
>
> MX version?
>
> Sent on the SprintR Now Network from my BlackBerryR
>
> -----Original Message-----
> From: "kevwertz" <wertzee@gmail.com <mailto:wertzee%40gmail.com> >
> Sender: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
> Date: Thu, 22 Sep 2011 20:08:27
> To: <MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> >
> Reply-To: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
> Subject: [MAXIMO List] updating GL accounts throughout the system
>
> Our company was recently purchased. Can someone give me a high level idea
> of the effort to update all of our existing GL accounts in Maximo to our
> new GL accounts? We have a three part GL account (site, cost center, GL)
and
> as far as I can tell, that will not change. I'm assuming we would keep all
> our existing accounts in the chart of accounts application but just set
them
> to inactive. Then we would enter the new ones.
>
> But where in the system do we need to update the GLs? e.g. Locations, work
> orders, etc.
>
> Kevin Wertz
> Grifols Inc
> Clayton NC
>
>
>
>
>
>
>
>
>
>
> ------------------------------------
>
> Email addresses you might need:
> Posting: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
> Join : MAXIMO-subscribe@yahoogroups.com
<mailto:MAXIMO-subscribe%40yahoogroups.com>
> Leave : MAXIMO-unsubscribe@yahoogroups.com
<mailto:MAXIMO-unsubscribe%40yahoogroups.com>
> Cry : MAXIMO-owner@yahoogroups.com <mailto:MAXIMO-owner%40yahoogroups.com>
> Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
>
>
>
>
Everyone, thanks for the overwhelming response. This is enough now to give
me an idea of the size of this effort. I'm sure I will have more questions
when we start the work. Thanks again.
KW
On Thu, Sep 22, 2011 at 5:47 PM, TechOp Solutions <
kegolf@techopsolutions.net> wrote:
> **
>
>
> We are in the process of a GL account update for the Marine Corps. They are
> completely changing the values for several of the GL components for FY12.
>
> The first thing to do is determine which records will be updated. If you do
> not have to update historic records or existing transactions life will be
> much easier.
>
> You can look in maxattributecfg to find all the tables that contain GL
> account fields. Then determine which records to update based on the busiess
> requirements. For example we are not updating POlines for items that were
> ordered in FY11 but will be received in FY12. Your accounting folks should
> be able to help with that.
>
> I will be happy to share our process if you want to contact me directly.
>
> Kevin
>
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
> Kevin Wertz
> Sent: Thursday, September 22, 2011 4:18 PM
> To: MAXIMO@yahoogroups.com
> Subject: Re: [MAXIMO List] updating GL accounts throughout the system
>
>
> We are on 7.1.1.6. It is my understanding that the SAP folks will supply
> the
> cross reference spreadsheet but we haven't received it yet.
>
> KW
>
> On Thu, Sep 22, 2011 at 4:14 PM, <planschd@yahoo.com
> <mailto:planschd%40yahoo.com> > wrote:
>
> > Kevin,
> > My understanding is this a data problem - not structure
> >
> > Do you have a crosswalk built from old accounts to new?
> >
> > MX version?
> >
> > Sent on the SprintR Now Network from my BlackBerryR
>
> >
> > -----Original Message-----
> > From: "kevwertz" <wertzee@gmail.com <mailto:wertzee%40gmail.com> >
> > Sender: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
> > Date: Thu, 22 Sep 2011 20:08:27
> > To: <MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> >
> > Reply-To: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
> > Subject: [MAXIMO List] updating GL accounts throughout the system
> >
> > Our company was recently purchased. Can someone give me a high level idea
> > of the effort to update all of our existing GL accounts in Maximo to our
> > new GL accounts? We have a three part GL account (site, cost center, GL)
> and
> > as far as I can tell, that will not change. I'm assuming we would keep
> all
> > our existing accounts in the chart of accounts application but just set
> them
> > to inactive. Then we would enter the new ones.
> >
> > But where in the system do we need to update the GLs? e.g. Locations,
> work
> > orders, etc.
> >
> > Kevin Wertz
> > Grifols Inc
> > Clayton NC
> >
> >
> >
> >
> >
> >
> >
> >
> >
> >
> > ------------------------------------
> >
> > Email addresses you might need:
> > Posting: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
> > Join : MAXIMO-subscribe@yahoogroups.com
> <mailto:MAXIMO-subscribe%40yahoogroups.com>
> > Leave : MAXIMO-unsubscribe@yahoogroups.com
> <mailto:MAXIMO-unsubscribe%40yahoogroups.com>
> > Cry : MAXIMO-owner@yahoogroups.com <mailto:
> MAXIMO-owner%40yahoogroups.com>
>
>
> > Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
> >
> >
> >
> >
>
>
>
>
>
>
>
We just updated some of our GL accounts for FY12. I would use the MIF, export existing into iface table. Edit the Iface as required with your new account numbers and import using 'Replace'. That way, you can get the new gl accounts without violating your support contract.
It is just data, you are not changing the gl structure.
Yes, thanks, I definitely plan to update using the MIF.
KW
On Fri, Sep 23, 2011 at 2:11 PM, cy_babe <gjohnson@del-jen.com> wrote:
> **
>
>
>
> We just updated some of our GL accounts for FY12. I would use the MIF,
> export existing into iface table. Edit the Iface as required with your new
> account numbers and import using 'Replace'. That way, you can get the new gl
> accounts without violating your support contract.
>
> It is just data, you are not changing the gl structure.
>
>
>