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Note
For general information about accessing and working with global documents, see Global COA E-Docs.
The Account Global document is used to assign identical attributes to multiple accounts on a single document. This could be used at initial implementations, or when needing to apply attributes for future reporting and extract. The same rules and options apply to Account Global documents as to Account e-docs, but with some restrictions on fields, and more routing/workflow.
The Account Global document contains the Global Account Maintenance screen and Edit List of Accounts tab.
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The Global Account Maintenance tab works the same as the Edit Account Maintenance tab of the Account document except that it contains only the fields that can be modified from this tab. There are no required fields in this tab. Instead, you only need to complete the fields that you want to update on the selected accounts. If an account attribute is to remain as is, leave that field blank.
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Note
For more information about how to complete the Global Account Maintenance tab, see Account.
There are two ways to populate the accounts that you want to
update globally in the Edit List of Accounts
tab. One is by manually entering or selecting one object code at a
time from the normal Account lookup 
, the other is by using a special multiple value lookup
called the Look Up / Add Multiple Account Lines to return multiple values.
Note
For more information about the two types of lookup, see Field Lookup and Multiple Value Lookup on the Guide to OLE Basic Functionality and Key Concepts.
The Account Global document is subject to the same business rules as the Account document. In addition, at least one account must be selected on the Edit List of Accounts tab.
Note
For the information about the Account document business rules, see Account.
The Account Global document routes to the Chart Manager for every chart represented in the accounts being modified, and then to the University Chart Manager.
Complete the Global Account Maintenance tab.
To add multiple accounts to the Edit List of Accounts tab, click the Look Up / Add Multiple Account Lines lookup
.Enter the desired search criteria to search for the accounts you want to include and click
.After the result is returned, select check boxes to make your account selection and click
.The selected accounts are returned to the Edit List of Accounts tab.
Click
.
Complete the Global Account Maintenance tab.
To add one account at a time, enter the values or use the Account lookup
.Enter the desired search criteria to search for the accounts you want to include and then click
.Note
For information about how to retrieve a document, see Using Doc Search to Find a Document on the Guide to OLE Basic Functionality and Key Concepts.
Click
to add the account to the list.
