The only flexfield qualifier that can be enabled for an existing chart of accounts is the management segment. The management segment can be any segment except the balancing segment, natural account segment, or intercompany segment.
Note: You should never use the Flexfield Qualifiers window to enable the management segment for an existing chart of accounts that has been assigned to a ledger. Doing so could cause data corruption issues.
To enable the management segment for an existing chart of accounts, you must run the following concurrent programs in the following order:
Prepare Journal Batches for Management Segment Upgrade: When you run this program, you select a chart of accounts and designate a segment to be the management segment. This program begins preparing the chart of accounts to assign the management segment. This program should not be run when users are entering journals or updating balances, such as posting journals.
This program automatically launches the second program, Process Posted Journal Batches for Management Segment Upgrade. This program selects all posted journal batches that exist for all ledgers that use the chart of accounts and prepares them to be upgraded with the new management segment. This is a longer running program that can be run at the same time users are entering and posting journals. The only programs that are incompatible with this program are the archive and purge programs in General Ledger. You can stop and restart this program at anytime.
To restart the program, you must re-run the Prepare Journal Batches for Management Segment Upgrade program. Each time you resubmit the program, the program automatically submits the second program and continues processing the posted journal batches from where it left off when you last cancelled the program.
Complete Management Segment Upgrade: This program completes the management segment upgrade by processing any remaining journal batches, both posted and unposted, that were not processed from the first two programs and assigns the management segment qualifier to the chart of accounts. This program should not be run when users are entering or posting journals.
You should only run the first and last programs, the Prepare Journal Batches for Management Segment Upgrade and the Complete Management Segment Upgrade programs, when no conflicting activity is taking place for all ledgers that use the chart of accounts. The following categories of activities conflict with these programs:
Journal Creation: includes entering manual or budgetary control journals, importing journals, running revaluation, MassAllocations, recurring formulas, and eliminations.
Balance Processing: includes posting, archiving, and purging.
All concurrent processes and online activity that fall into the preceding categories should be completed before you submit both programs.
Suggestion: Consider excluding the programs from the standard concurrent manager. Instead, assign the program to a special concurrent manager queue that becomes active only at specified times.
Navigate to the Submit Requests window.
Select the concurrent program, Prepare Journal Batches for Management Segment Upgrade
In the Parameters window, choose a chart of accounts and a segment to be the management segment. You can choose any segment except the balancing segment or natural account segment.
Note: Choose your management segment carefully. Once you submit the program, you cannot change your selection later.
Submit the request.
Once the request completes, a second program called Process Posted Journal Batches for Management Segment Upgrade is launched automatically.
After the second program completes, you must submit the last program named Program - Complete Management Segment Upgrade.
After all programs have completed, your chart of accounts has the management segment assigned. You can query your chart of accounts structure in the Key Flexfield Segments window to see the changes.