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Account Change Request

Allows you to change expenditure and revenue account codes.  As these account codes are changed, the original accounts will remain on the system but with an inactive status. All associated transaction records will reflect the new account.   

Restrictions:  

• The 'From' account and the 'To' account's SCC must be in the same range (0000-8999) or (9xxx).If the SCC on the old account is between 0000-8999, this account belongs to a fund with a SCC of 0000 so the new account must also have a SCC between 0000-8999. Example: An 009 5000 expenditure account is part of the 009 0000 cash account.  It can't be changed to an 009 9xxx cash account.
• The 'From' account and the 'To' account must have the same Fund.  You cannot cross funds.  The old and new account must belong to the same cash account.

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• You will be crossing appropriation boundaries.  The new account is in a different appropriation account than the old account.  The appropriation account balances will be adjusted to correspond to the budget account changes made.

Collapsing an account into a new account code

If the new account you want to merge the old account into does not currently exist on the system, you must create the account first.  The steps below are used to account change an existing expenditure account into a new expenditure account that doesn't currently exist.

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