COA/CFS Account Conversion Query
HowTo Guide
Last Revised:
04/12/10
Final
04/12/10
COA/CFS Account Conversion Query HowTo Guide
FINAL
REVISION CONTROL
Document Title:
COA/CFS Account Conversion Query HowTo Guide Conversion
Author:
Budget Office/CMS
File Reference:
CFS_COA Query Conversion Guide_HowtoforDept4_12_10
Revision History
Revision Date
4/12/10
Revised By
Summary of Revisions
Section(s) Revised
CMS/dc
Update using template – ADA compliance
All
Review / Approval History
Review Date
Reviewed By
4/13/2010
Last Revised: 04/14/10
Template v2.0_02/01/09
Budget/ ABeechko
Action (Reviewed, Recommended or Approved)
Approved
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COA/CFS Account Conversion Query HowTo Guide
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Table of Contents
Page
How to use the OLD_TO_NEW_ACCT queries ......................................................................................................... 4
Last Revised: 04/14/10
Template v2.0_02/01/09
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COA/CFS Account Conversion Query HowTo Guide
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How to use the OLD_TO_NEW_ACCT queries
The following queries have been created to assist with the identification of the new Account numbers effective
April 15, 2010.
Image of Query Manager page
1.
Search for the Queries SB_DEPT_OLD_TO_NEW_ACCT_LIST and
SB_DEPT_OLD_TO_NEW_ACCT_SEARCH
2.
Save them as Favorites
For a list of all old to new Accounts
1.
Run the SB_DEPT_OLD_TO_NEW_ACCT_LIST
(Use Excel Link)
To find the new Account for a specific Old Account
2. Run the SB_DEPT_OLD_TO_NEW_ACCT_SEARCH (use Excel Link)
Enter the old Account # and use % in the new Account number box. Search for a specific translation.
For Example : Old Account = 619091 New Account = % Select View Results button.
Use the % in the New Account Field. Never leave a parameter field blank when running queries, use %.
Results will be viewed in Excel.
Last Revised: 04/12/10
R:/ConsolidatedFinancialSystem/Training/612942867
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COA/CFS Account Conversion Query HowTo Guide
Last Revised: 04/12/10
R:/ConsolidatedFinancialSystem/Training/612942867
FINAL
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