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Fill in several GL accounts

Give many line items the same approved accounting choice.

Usually done by accounting. Check with your team before changing existing choices.

Good to know before you start

Protect existing coding

Only fill in blanks leaves existing values alone. Turning it off can replace values across the matching set—not just expanded cards. Different lines can legitimately need different GL values.

This affects future requisitions

Assignments are saved on the product or supplier for the location and reused later. After applying, inspect the result and affected records. Do not use bulk fill merely to clear warnings; use it only when the same approved value belongs on every target.

Step by step

0 of 5 steps complete

Step 1 of 5

Narrow the items first

Open Accounting and use its filters.

Draft requisition Accounting with its status, search and financial-dimension filters highlighted.

Draft requisition Accounting with its status, search and financial-dimension filters highlighted.Highlighted: 1. Incomplete, Complete and All; 2. Search; 3. Financial Dimensions filter.

Open Accounting and narrow the matching items first. This draft has incomplete financial coding.

  1. Incomplete, Complete and All
  2. Search
  3. Financial Dimensions filter

Open Accounting and narrow the matching items first. This draft has incomplete financial coding.

  1. Incomplete, Complete and All
  2. Search
  3. Financial Dimensions filter

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More help: the full guide text for “Bulk-fill financial dimensions”

Fill financial dimensions in bulk—without guesswork

Use the filters first

  1. Open Accounting and narrow the records with its filters.
  2. Choose Fill In Bulk.
  3. Select Financial Dimension and Value.
  4. Review Only fill in blanks.
  5. Choose Apply To… and inspect the confirmation’s target count and value before confirming.

The button initially reads Apply; selecting a value reveals the matching target count.