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Administrator Guide
Last Updated: 2024-12-27
Inactivate Accounting Source

Inactivate Accounting Source

Security:
Set up: Accounting Source – Inactivate
 domain in the Accounting Center functional area.
You can inactivate an accounting source that is incomplete, wrongly configured or that you longer need.
When you inactivate an Accounting Source, Workday automatically disables all tasks for editing a configuration or initiating a batch from the accounting source.
You can though still report on the inactivated accounting source and its transactional data.
Once you inactivate an accounting source, you can't reactivate it.
Before you inactivate an accounting source, we recommend that you check for and resolve:
  • In-progress manual accounting center detailed journals.
  • Transactions in the ingestion table that Workday hasn't processed. If you want to process these transactions, ensure that you inactivate the accounting source after the next batch run.
  • Transactions in DismissedTransactionsConsolidated table that have a resolution of
    Process with Next Batch
    . If you don't want to process these transactions, ensure that you inactivate the accounting source after the next batch run.
  1. (Optional) Assign access to the
    Set Up: Accounting Source - Inactivate
     domain through a constrained Roles - Source System security group.
    When you grant a user access to a domain through a constrained security group, Workday limits access to each accounting source based on the user role.
  2. Access the
    View Accounting Source
     report.
  3. Select the Accounting Source that you want to inactivate.
  4. From the related actions of the accounting source, select
    Accounting Source
    Inactivate Accounting Source
    .
  5. Enter an Inactivation Reason and then select
    Confirm
    .
  6. Click
    OK
    .
  7. Review the Errors and Alerts.
  8. If you still want to inactivate the accounting source, click
    OK
     and then
    Done
    .
Workday:
  • Disables all configuration and batch initiation tasks.
  • Doesn’t process any transactions that's waiting to be processed in the next batch.
  • Removes access to the Accounting Center Error Manager.
  • Won't display these related actions on an inactive accounting source:
    • Accounting Center Error Manager
    • Create Accounting Center Detailed Journal
    • Configure Detailed Journal Additional Attributes task.
    • Edit Accounting Source
    • Edit Accounting Source Configuration
    • Edit Accounting Center Process Configuration
    • Initiate Accounting Center Batch
    • Monitor Accounting Source Job Status
  • Removes the related action of Cancel Accounting Center Batch on a batch.
  • Disables these related actions on a detailed journal:
    • Add/Change Attachment for Accounting Center Detailed Journal.
    • Edit Accounting Center Detailed Journal.
  • Will no longer display an inactive Accounting Source from the Accounting Source field when you access these tasks:
    • Accounting Center Error Manager
    • Configure Detailed Journal Additional Attributes
    • Create Accounting Center Detailed Journal
    • Create Accounting Source Configuration Rule
    • Edit Accounting Source
    • Edit Accounting Center Process Configuration
    • Edit Accounting Source Configuration Rule
    • Initiate Accounting Center Batch
    • Monitor Accounting Source Job Status
  • Disables these buttons on the View Accounting Source report:
    • Edit
    • Edit Configuration