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Convert Account Type

Question: How to convert account types (OA to INV or INV to OA) and verify account change?

Answer:
1. Click the Inventory menu tab
2. Select Setup/Options
3. Select the account type to change, use the dropdown arrow to see a list of GL codes
4. Click the box next to the GL codes, to convert from INV to OA (vice-versa)
5. Click OK
6. Click to Save changes




Verify the results which should show “OA” or "INV" if process completed successfully.
1.Select Purchase Order/Invoice menu tab
2. From the menu select Query Chart of Accounts
3. Sort the GL Type column to verify the account change
Creation date: 9/4/2018 1:47 PM ()      Updated: 9/5/2018 10:32 AM ()
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