We want to change the dimension types on the ledger account definition from not used to mandatory. The session won't let you, but has anyone done this in general table maintenance and if so, did it cause any problems in the system? Baan version is 5.1c

Hi,

Not sure about baan 5 but if you do it in GTM, fine, it accepts for all the subsequent transaction. But it does not allow you to close the year since all the previous transactions in that ledger a/c are without dimension. Then you might need to go through GTM correction for all those transactions to assign dimensions.

Regards.
baanmanindia

AWondergem

I have done this sucessfully in Baan ERP 5B.
The steps where:

1.Change all relevant accounts to use Dimension as optional.
2. Using the table tfgld007 (Display Period status) change the status of all years 1999 from finally closed to closed for both the Fiscal and Tax periods.
3. Create a sequential dump of table tfgld106 before proceeding.
4. Using an SQL script add a dimension to each transaction for all the years.
5. Run the session Rebuild Opening balance History from Transactions (tfgld3203m000) for all years.
6. Using table tfgld008 (Chart of Accounts) change all relevant ledger accounts to reflect the mandatory use of dimensions.
7. Using the table tfgld007 (Display Period status) change the status of all years from closed too finally closed for both the Fiscal and Tax periods.
14. End of procedure

When this was done it involved changing about 2 years of transactions. To date no errors have occurred when the year-end process was run.

Regards

Norman

Baanmanindia69, Norman,

Thanks for your replies. I'll have a go at making the changes and if I come across any further issues I'll post an update.