1. No transactions were posted to this account in current and the preceding year.
2. If it is balance sheet account, have to check account balance to remove the balance to other appropriate account.
3. Check whether the to be inactivated account is linked to active transactions in any other modules which will hit GL,pre encumbrance,,encumbrance, such as unposted vouchers in AP, unposted billing invoices, unposted payroll entries, open Purchase Order, open requisition/to be cancelled requisition, etc.
4.reallocate any budget amount to other account(s)
5. HR system, any other impact except unposted payroll entries?
6.procurement card module: my understanding is that the only concern is pcard transactions generated ap voucher but are not posted yet. Even though some user profile defaults or transactions may use the account, but system will stop them from further processing if account is inactivated now.
Any other things I miss on the lists, thank u for your help!
2. If it is balance sheet account, have to check account balance to remove the balance to other appropriate account.
3. Check whether the to be inactivated account is linked to active transactions in any other modules which will hit GL,pre encumbrance,,encumbrance, such as unposted vouchers in AP, unposted billing invoices, unposted payroll entries, open Purchase Order, open requisition/to be cancelled requisition, etc.
4.reallocate any budget amount to other account(s)
5. HR system, any other impact except unposted payroll entries?
6.procurement card module: my understanding is that the only concern is pcard transactions generated ap voucher but are not posted yet. Even though some user profile defaults or transactions may use the account, but system will stop them from further processing if account is inactivated now.
Any other things I miss on the lists, thank u for your help!