Mass Inactivate Accounts

Cleaning up accounts from prior fiscal years? Closing a building code? The best way to go about mass updating account codes to make them inactive may vary depending on the situation, user preference, or grouping of accounts so let's talk about the options!

Inactivate All Accounts Linked to a Cash Account

The first option would allow you to make all accounts, budget & revenue, inactive if the cash account is inactive. This option would be most ideal for situations where you will no longer be using a certain Fund-SCC and any accounts related to that Fund-SCC. You might use this when closing Cash Accounts with fiscal year specific Special Cost Centers or for general account clean up. In Redesign, simply making a Cash Account inactive will prevent the underlying accounts from being used on transactions. USAS-R will automatically filter out any accounts with an inactive Cash Account when showing account options for entering Requisitions, Purchase Orders, Receipts, etc. However, you may also want to change the underlying accounts to an "inactive" status if your district is one that uses the Active Only filter on grids or reports. Once the Cash Account is inactive, the underlying accounts can't be used on transactions. This extra step adds the ability for them to also not be seen on grids/reports (by using filters).

SSDT has build a Mass Change definition that can be imported in and run for all your accounts to automatically update the account status fields. Mass Change is a more complex feature available in Redesign so you'll want to work with your ITC for this. There is some setup required to make this available. Details can be found in the Wiki link provided below. Once that setup is complete, the pre-defined Mass Change can be imported into your system and used to run against your account grids to mass inactivate qualifying accounts.

Click here for more information on Mass Change and to download this Mass Change Definition.

Inactivate All Accounts Linked to a Specific Account Parameter

The next option would allow you to update all accounts to inactive that meet a certain parameter. The records would be selected by using the column filters on the account grid so this could be a large group of accounts or a very specific range. This option would be most ideal for situations where all accounts that should be made inactive have part of the account code in common. For example, you might want to mass inactivate all accounts for a building that will no longer be in use. All of those codes may have the same OPU for that building.

This mass update option also utilizes the Mass Change option. As mentioned in the previous section, Mass Change is a more complex option in the Redesign so you will want to work with your ITC to use this option. 

The first step is for a user with Maintenance level user to create a Mass Change Definition to change the "Active" property to "false." This can be created on each of the Account tabs. In order to save this, enter a Definition Name and click This will make the definition available to for users with Execution access.

Next, a user with at least Execution level access can process the change. Once viewing the Account grid, enter the appropriate filters to narrow down the accounts that show in the grid. For example, lets say that you want to inactivate all accounts associated with the OPU 101 for the building associated with that code. The goal is to filter this grid so that only the accounts that should be changed are showing. Once the grid results have been narrowed down, select the Mass Change definition that was created to change the Active property to "false" from the Choose Option drop down and then click to apply the change

Click here for more information on Mass Change.

Inactivate Accounts with a Spreadsheet

The last option is to import a spreadsheet using the Mass Load feature to update the active status on just those accounts contained in the spreadsheet. This option would be best to use when updating an assortment of accounts that don't necessarily have a specific field in common.

First, generate a spreadsheet of accounts. The easiest way to do this is directly from the Account Grid. Navigate to either the Expenditure or Revenue grid. It may be easier to work with a smaller spreadsheet so the grid filters can be used to narrow down the accounts. Make sure that all fields related to the account code dimensions (Fund, Function, Object, etc) and the Active status column are on the grid.

Once the grid is filtered, use the option on the top right of the grid to generate the grid to a report.  Change the Format to Excel-FieldNames. In the spreadsheet, change the "active" column to FALSE for any accounts that should be changed to inactive. Once the updates are complete, save the file as a CSV format. 

The Mass Load option can be found under the Utilities menu in USAS-R. Use this page to select the CSV file with the updates, select the correct account type for the Importable Entries field and confirm.

Click here for more information on Mass Load.

Job Calendars

Creating Job Calendars Using the Copy Option

The quickest means to create job calendars for the upcoming school year is to use the Copy option.  In order to use this feature, one type of calendar should be created.  This should be your most common job calendar - for example, the teachers.   

To create the new job calendars go to Core>Job Calendars and edit the calendar type.  

Using the Start Date and End Date fields, enter the date range for the calendars wishing to be added.  Indicate whether weekends should or should not be included when the calendar are created by using the Include Weekends checkbox.  Click Mass Update.

Once the days are added, a quick check of the days added can be made by using the job calendar grid.  

If changes are needed, use the << or >> to move to the correct calendar month and year.  

Right click on the day needed to be changed and select the appropriate type of day from the drop down.

Using the Copy option, other job calendars can now be created.  

In the Copy From select the calendar type just created.  Enter the range of dates wanting to be created in the Start Date and End Date.  Lastly, move all job calendar types wanting to be created to the Selected side.  Click Copy.

Repeat the process outlined above outlining using the job calendar grid to verify the calendar is created correctly and make any changes if necessary.

Job Calendar Report

The Job Calendar Report can be run for a specific date range and all or specific job calendar types.  The Job Calendar has recently been enhancement to include the following: the ability to print the report portrait or landscape, the ability to print mid-month, allow the ability to print a full year calendar on one page, and the option to add an outline to the job calendar report.  

Example of a Job Calendar Report- Without Calendar Outline:

Example of a Job Calendar Report - With Calendar Outline: