The information message occurs because the Add-to Account entered for the General Ledger account being maintained occurs earlier in the Chart of Accounts. The Add-to Account for a General Ledger account must be sorted after the General Ledger account in the Chart of Accounts.
For example:
Account 150 could add to account 199, but not to account 100
Account 395 could add to account 400, but not to account 2000
📌Note: from the above that the sorting is text based, numbers are not recognised as numbers. There is an easy way to tell how the accounts sort, as per the instructions below.
To resolve the Error
To resolve the problem and allow the General Ledger account being maintained to be saved, do one of the following:
Select Cancel F3 to cancel the edit completely and restore the original Add-to Account value.
Find the best Total account after the account being edited.
Enter the GL code for the Account currently being maintained as the value for the Add-to Account field.
Select Find F2 on the Add-to Account field
Use the Down Arrow to search for a Total account that appears after the account currently being maintained and select that account (the account must be added to a Total Account that appears after itself in order for your Accounts to balance).
Remove the Add-to Account
This method is not recommended unless the account has no values (this year and last year) and will be marked as Inactive
Reallocation / Move a GL Account
If the reason you want to change the Add-to Account is to move a particular account to another location in your Chart of Accounts, this will not work. GL accounts cannot be moved / re-coded.
To move the balance of an account to another location in your chart:
Create a new account using General Ledger, Masterfiles, Maintain in the location you want the account to appear in your reports.
Enter an Add-to Account specifying a Total Account that appears after the new account in your Chart of Accounts.
Enter General Journals (General Ledger, Transactions, Transactions, Journals) to move period balances in the old account to the account created at step 1.
Check your GL Sets to ensure the old GL Account is replaced with the new GL Account.
Also check any outstanding purchase orders, sales orders, etc., as these may need to have their General Ledger codes edited.