Change the GL Codes ?!$

Hi Tom

As Ken indicated when I was at Sydney Opera House we went through a complete Chart Of Accounts redesign which required a remapping of all GLs in Tessitura.

Basic process was:

Establish your new COA design

Get an extract of all your current GLs from Tessitura, including which elements they are  attached to (Funds, Price Maps, Fees and Payment Methods) then in Excel or wherever map them to the new equivalent.

Add those new equivalents to your GL table in Tessitura.

When SOH was ready to make the change they firstly put a hold on Tessitura postings for a couple of days. Ideally you would time this to coincide with end of a financial period such as the end of a quarter, so that there is a clean break in your posting history.

(As you probably know the posting process doesn’t reference the GL until the time of posting (not the time of the related transaction) so your ticketing and other operations can continue in the background with the old settings during this time. )

Depending on the scale of your operation during the non-posting days you could then manually flip the GLs on each element, or as SOH did run a series of update scripts (tested many times in the test database!)

Once the changes were made and checked then the old GLs were inactivated and a sequence of catch-up postings were done. Again the fact that the posting doesn’t reference the GL until time of posting makes this a surprisingly straightforward process with  minimal impact on your daily operations.

Hope this of some help.

Regards

I've just finished a conversation with out controler.

He is geting a new accounting system and would like to change the GL codes.

Has anyone done this before?  I'd love to get some pointers.

Tables you changed, Reports and Procedures you test.

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Explore the 2012 season at aco.com.au/season2012

This email is confidential. If you are not the intended recipient you must not disclose or use the information contained in it. If you have received this email in error please notify us immediately by return email and delete the document. The ACO is not responsible for any changes made to a document other than those made by the ACO or for the effect of the changes on the document's meaning. The ACO accepts no liability for any damage caused by this email or its attachments due to viruses interference, interception, corruption or unauthorised access.

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Hi Tom

As Ken indicated when I was at Sydney Opera House we went through a complete Chart Of Accounts redesign which required a remapping of all GLs in Tessitura.

Basic process was:

Establish your new COA design

Get an extract of all your current GLs from Tessitura, including which elements they are  attached to (Funds, Price Maps, Fees and Payment Methods) then in Excel or wherever map them to the new equivalent.

Add those new equivalents to your GL table in Tessitura.

When SOH was ready to make the change they firstly put a hold on Tessitura postings for a couple of days. Ideally you would time this to coincide with end of a financial period such as the end of a quarter, so that there is a clean break in your posting history.

(As you probably know the posting process doesn’t reference the GL until the time of posting (not the time of the related transaction) so your ticketing and other operations can continue in the background with the old settings during this time. )

Depending on the scale of your operation during the non-posting days you could then manually flip the GLs on each element, or as SOH did run a series of update scripts (tested many times in the test database!)

Once the changes were made and checked then the old GLs were inactivated and a sequence of catch-up postings were done. Again the fact that the posting doesn’t reference the GL until time of posting makes this a surprisingly straightforward process with  minimal impact on your daily operations.

Hope this of some help.

Regards

I've just finished a conversation with out controler.

He is geting a new accounting system and would like to change the GL codes.

Has anyone done this before?  I'd love to get some pointers.

Tables you changed, Reports and Procedures you test.

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Explore the 2012 season at aco.com.au/season2012

This email is confidential. If you are not the intended recipient you must not disclose or use the information contained in it. If you have received this email in error please notify us immediately by return email and delete the document. The ACO is not responsible for any changes made to a document other than those made by the ACO or for the effect of the changes on the document's meaning. The ACO accepts no liability for any damage caused by this email or its attachments due to viruses interference, interception, corruption or unauthorised access.

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!