EAShortenLedger

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Overview

Consolidates duplicate ledger transaction lines by combining multiple lines with identical characteristics into single lines with net debit/credit amounts.

When This Action Runs

Trigger: Automatic during PreSendRequest phase
Target: Ledger transactions with duplicate lines
Purpose: Optimize ledger by consolidating identical lines
Timing: Before ledger transaction is processed

How It Works

Grouping Criteria

Lines are consolidated if they have identical:

Account, Analysis Set, Branch, Department, Sector
Entity Dimension, Subsidiary, Reference Fields
Narration, Currency, Exchange Rate

Consolidation Process

Groups lines by identical characteristics
Calculates net amounts (total debits - total credits)
Keeps first line from each group with net amount
Removes duplicate lines and sorts remaining lines

Example

Before: Account 1001-Cash has 3 lines: Debit $100, Debit $50, Credit $30
After: Account 1001-Cash has 1 line: Debit $120 (net amount)

Configuration

Controlled by shortenLedger setting in:

Document Term Info - Applies to all documents using this term
Book Info - Applies to all documents in this book

Exclusions

Does not apply to:

Currency Difference Journals (CurrencyDiffJournal)
Exchange Rate Updates (ExchangeRateUpdate)

Important Warnings

⚠️ Data Impact

Audit Trail Loss: Individual line details are permanently lost
Irreversible: Original line amounts cannot be recovered
Automatic Execution: Cannot be manually controlled per transaction

⚠️ Reporting Impact

Reports expecting detailed breakdown will show consolidated amounts
Fewer lines improve performance but reduce detail visibility

EASortLedger - Sorts consolidated lines
EAClearLedgerLines - Clears lines before shortening
EAGenJournalEntry - Generates lines that may be shortened

Module: accounting

Full Class Name: com.namasoft.modules.accounting.domain.utils.actions.EAShortenLedger