Changing the Nominal Linked to a Ledger
Some Of the nominals and ledgers used in this topic may be different to those in your chart of accounts.
Nominals can be linked to a ledger. If a nominal is linked to a ledger, an account from the specified ledger needs to be selected when posting. For example, link the nominal to an applicable cost centre ledger, then when the nominal is selected, an applicable cost centre must also be selected.
You can only link a nominal to a ledger if the nominal has no exiting entries against it. If the nominal has existing entries, a new nominal needs to be created, then linked to the ledger, then post a journal to transfer the balance from the existing nominal to the new nominal. For more information, please see Creating a Nominal and Creating General Journals.
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Select Maintenance, then select Nominals from the menu.
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The Nominal Maintenance window is displayed. Select the required nominal from the left-hand panel, then select EDIT.
If Ledger is greyed out or there is a padlock symbol adjacent to the nominal code and title at the top of the right-hand panel, you are unable to change the ledger to which the nominal is linked as it has existing entries. A new nominal needs to be created to link to the ledger. For more information, please see Creating a Nominal. Alternatively, you can run a Document Enquiry against the nominal to find any existing transactions. For more information, please see Running a Document Enquiry.
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To select a ledger, select Drill (...) in Ledger, then double-select to select the required ledger from the Select a ledger dialog.
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The new ledger is displayed in Ledger. Select SAVE to confirm the changes.