SMART Source Code Correction

This functionality is designed for making changes to the source code of already posted entries in the system. In cases where it is necessary to update the source code of transactions, this functionality is used. Additionally, mass updates of this field value are available in journals such as General Journals, Item Revaluation Journals, Item Journals, and Bank Payment Journals using Excel.

This functionality provides convenient and controlled data correction without the need to reverse or re-post entries.

Required Setup

Upon first use, you need to add the tables in which source codes need to be corrected.

1. Click the button to open the Search function and enter SMART Source Code Correction, then follow the corresponding link.
2. On the SMART Source Code Correction page, click Related > Setup.
3. On the Source Code Correction Setup page, click Initialize Setup to add the default settings.
4. The tables in which source codes can be corrected will be added.

Note If needed, tables can be added manually to the Source Code Correction Setup. To do this, specify the Table No. and populate the Document No. Field No., Posting Date Field No., and Source Code Field No. fields.

Correcting Source Codes in Posted Documents

1. Click the button to open the Search function and enter SMART Source Code Correction, then follow the corresponding link.
2. On the SMART Source Code Correction page, fill in the Parameters tab:

Field	Description
Document No. Filter	Specify the document number in which the source code needs to be changed.
Posting Date Filter	Specify the posting date of the document in which the source code needs to be changed.
New Source Code	Specify the new source code value. If this field is left empty, the old source code value will be corrected to an empty source code value.

3. Click Find.
4. Lines with corresponding records for the document in related tables will be added.
5. To populate the New Source Code field in lines with the value specified in the page parameters, click Modify/Add. If needed, the source code in the New Source Code field can be changed manually for each individual line.
6. Click Apply Changes to save the source code correction.

Viewing Source Code Correction History

To view the source code correction history, on the SMART Source Code Correction page click Related > Source Code Correction Change Log. The Source Code Correction Change Log page will display all source code correction operations. The Change Type field will indicate what type of source code change was performed.

Reverting Source Code Corrections

If necessary, applied source code corrections can be reverted. To do this:

1. On the Source Code Correction Change Log page, select the lines for which the source code correction needs to be reverted.
2. Click Actions > Revert.
3. As a result, the previous source code change will be cancelled, and the selected source code correction lines will have the Cancelled field flag set.

Updating Source Codes Using Excel

Navigate to the required journal > Click Export to Excel > Replace the values in the source code column > Update the journal lines with data from Excel.