[Tracy Yaklyvich, MBA]

How do I update a variable allocation when an account in the allocation is now inactive?  

Thanks, Tracy

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Tracy Yaklyvich, MBA
Controller
American Society of Health-System Pharmacists
Bethesda MD
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[Leslie Vail]

Open the variable allocation account window and change the account, either the distribution account or breakdown account. Financial | Cards | Financial | Variable Allocation.
Have you already entered a transaction and the account became inactive before the transaction was posted? If you change the Variable Allocation Account card before you post, the new accounts will be referenced. If you post before changing the account, the transaction will go to Batch Recovery.
Leslie

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Leslie Vail
Accounting Systems Consulting, Inc.
Dallas TX
leslievail@earthlink.net 972-814-8550
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[Tracy Yaklyvich, MBA]

?thanks Leslie but it won’t let me update it because the account I need to update to is already in the allocation.  I think I really need to delete the account.  Do you know how that can be done?  Thanks, Tracy

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Tracy Yaklyvich, MBA
Controller
American Society of Health-System Pharmacists
Bethesda MD
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[Windi Epperson]

Hey Tracy,
Right click on the account you want to delete and you will get a menu list where you can choose delete.
Thanks
Windi

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Windi Epperson
President/GP Senior Consultant
Advanced Integrators, Inc.
Norman OK
405-946-1774 Ext 102
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[Tracy Yaklyvich, MBA]

?so simple!  Thanks Windi.

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Tracy Yaklyvich, MBA
Controller
American Society of Health-System Pharmacists
Bethesda MD
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