Remove Organization

Access this form using Activities>Data Consolidation>Remove Organization.

Use this form to remove balance data and related consolidated organization history from a consolidated organization and a database that contains an incorrect account code that was used during the consolidate process.

In order to remove an organization:

• A consolidated organization must have been previously created by the Administrator using File>New Consolidated Organization Wizard, and
• Organizations must have been previously merged into the consolidated organization using Activities>Data Consolidation>Consolidate Organizations. After an organization has been removed, the organization can be consolidated again using the Consolidate Organizations form.

Any posted transaction entries for General Ledger or Budget, related to the organization being removed, are deleted from the posted history. The system creates an unposted session with the deleted transactions. One session is created for each organization removed and all posted transaction data related to the removed organization is included in a single document within that session.

 

Organization: Select an organization to remove from the consolidated organization.