Activating / Inactivating consolidation chart of account

This page allows you to activate or inactivate the account codes that form part of the consolidation chart of accounts. This page allows you to search and retrieve the consolidation account codes that you want to activate or inactivate. You can activate an account code that is in the “Inactive” status. The status of the account code is updated as “Active”. This page also allows you to inactivate an account code that is in the “Active” status. The status of the account code is updated as “Inactive”.

Select the “Activate / Inactivate Consolidation Chart of Account” link under the “Company Consolidation” business component.

The “Activate / Inactivate Consolidation Chart of Account” page appears.

The system displays the following:

Chart of Account ID	The code identifying the consolidation chart of account.
Description	The textual description of the consolidation chart of account.
	Zoom facility available

Enter the following field:

Effective From Date

The date from which the consolidation chart of account is “Active” or “Inactive” (Date Format).

Enter the following fields in the “Search Criteria” group box to search for the account codes for which you want to modify the details:

Account Code From	The starting code in the range of account codes that you want to retrieve for modification (Alphanumeric, 32). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the account codes that are similar to the value entered in this field.
To	The ending code in the range of account codes that you want to retrieve for modification (Alphanumeric, 32). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the account codes that are similar to the value entered in this field.
Description	A textual description of the account code that you want to retrieve (Alphanumeric, 40). You can enter the description in full or specify it partially using the “*” character. The system retrieves all the account codes that have description similar to the value entered in this field.
Group Consolidation Account Code	The code identifying the parent consolidation account code of the account code that you want to retrieve (Alphanumeric, 32).
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Account Group	Use the drop-down list box to select the group to which the account that you want to retrieve belongs. You can select from “Assets”, “Liability”, “Capital”, “Revenue”, “Expenditure” or “All”. The system displays “All” by default on launch of the page.
Layout Heading	Use the drop-down list box to select the layout heading to which the account that you want to retrieve has been mapped. All the predefined layout headings will be available for selection in the ascending order.
Status	Use the drop-down list box to select the status of the account code from “Active” or “Inactive”. The system displays “Active” by default on launch of the page.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following in the “Search Results” multiline based on the search criteria entered:

Account Code	The code identifying the consolidation account.
Description	The textual description of the consolidation account.
Account Group	The group to which the consolidation account belongs. It could be “Assets”, “Liability”, “Capital”, “Revenue” or “Expenditure”.
Account Classification	The category to which the consolidation account belongs. It could be “Balance Sheet”, “Income Statement” or “Retained Earnings”.
Effective Date From	The starting date in the date range during which the consolidation account is effective.
Effective Date To	The ending date in the date range during which the consolidation account is effective.
Group Consolidation Account Code	The code identifying the parent consolidation account code.
Layout Heading	The layout heading to which the account has been mapped to.

Check the box in the “Select” column of the multiline to mark an account code that is to be activated or inactivated.

Note: You can activate an account code that is in the “Inactive” status.

Click the “Activate Account Code” pushbutton to activate the selected account code.

The system updates the status of the account code as “Active”.

Note: You can inactivate an account code that is in the “Active” status as long as financial entries have not been posted.

Click the “Inactivate Account Code” pushbutton to inactivate the selected account code.

The system updates the status of the account code as “Inactive”.