Skip to Main Content
Status Needs review
Workspace SRM
Categories SOW
Created by Ben Ashton
Created on May 20, 2025

How to determine were a GL Account is "In Use"


Request: Create a Utility where the GL account # can be entered, and the system will then evaluate and return a list of configuration locations where that account has been defined so it can be updated.Scenario: Client was configured with wrong GL Type, and this GL was set in several, potentially unknown locations in the SRM configuration. A new GL has been setup, but it is not currently possible to determine the locations where that GL account has been defined to be used among the many different possibilities within SRM.


  • Attach files
  • Marcy Moore
    May 26, 2025

    If you try to delete an account, it will show you where it is active before you can delete if it is in use you will not be allowed to delete it.