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Manjunathak
Newcomer
Sep 15, 2023 1:11 PM UTC
Solved

Data copy to new expense account

I have created new expense account and i want the existing expense account historical data to be moved to new account. do we have any DM job for this.

aricgresko
aricgreskoAnswer
Veteran
Sep 15, 2023 1:58 PM UTC

Maybe take an alternative approach to this... rename the existing expense account to the name of the new account.  Then, if you still need the existing (old) account with no data, recreate it.  Note: this would require you to delete the newly created account before you rename the existing.

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6 replies

aricgresko
aricgreskoAnswer
Veteran
Sep 15, 2023 1:58 PM UTC

Maybe take an alternative approach to this... rename the existing expense account to the name of the new account.  Then, if you still need the existing (old) account with no data, recreate it.  Note: this would require you to delete the newly created account before you rename the existing.

    ManjunathakAuthor
    Newcomer
    Sep 16, 2023 2:46 PM UTC

    This will fix the current problem, however still i am curious to know how we can copy by accounts.

    Employee - Sage
    JackLacavaEmployee - Sage
    Employee - Sage
    Sep 16, 2023 6:52 PM UTC

    A simple Custom Calculate rule. The https://amzn.to/3EHSd3J has a lot of examples.

      Kamila
      Contributor
      Sep 18, 2023 8:38 AM UTC

      Best to use api.data.calculate()

      matt515
      Newcomer
      Sep 18, 2023 10:22 PM UTC

      api.data.calculate("A#Account2 = A#Account1")

      The left side of the calculation is the destination and the right side of the formula is the source. The examples in the book show you can calculate something like A#Sales =  A#Price * A#Volume

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