Update or Delete T5018 Adjustments by Date

When you upgrade from a version earlier than 19.2, Sage 100 Contractor may need to make adjustments to T5018 starting balances to adapt your existing data for multi-year functionality in the new version.

Occasionally, these automatic adjustments can be assigned to the wrong fiscal year, or they may duplicate existing adjustments (made if you reset T5018 starting balances before upgrading, for example). In such cases, you need to use the Update or Delete T5018 Adjustments by Date window to reassign the dates or to remove all adjustments that were created for a specific date by the upgrade process.

You open the Update or Delete T5018 Adjustments by Date window by clicking the Update or delete existing adjustments link on the T5018 Balance Startup/Adjustment window.

Note: You must be logged in as Supervisor to view the Update or Delete T5018Adjustments by Date link and to modify these adjustments.

To change the date of existing adjustments

1

In the Update or Delete T5018 Adjustments by Date window, in the Date of existing adjustments box, specify the date assigned to the adjustments you want to change. All existing T5018 adjustments that have the date you specify will be assigned the new date that you specify in the next step.

Tip: To check the dates of existing adjustments, click View all existing adjustments.

2

In the New date to assign to adjustments box, type the date you want to assign to the adjustments.

Note: You must enter dates in both date fields.

3

Click [Update] to assign the new date.

4

Click Yes at the message asking you to confirm the changes.

To remove all existing adjustments for a specific date

1

In the Update or Delete T5018 Adjustments by Date window, in the Date of existing adjustments box, specify the date assigned to the adjustments you want to delete. All existing T5018 adjustments that have the date you specify will be removed for all vendors.

Tip: To check the dates of existing adjustments, click View all existing adjustments.

2

Click [Delete] to remove all the adjustments for the specified date.

3

Click Yes at the message asking you to confirm the deletions.