Set g/l accounts to have mandatory entries in Profit Center and Division

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Posted on by DM-13091728-0

Is there a way to set the Income Statement accounts to make the Profit Center and Cost Center fields mandatory when entering a Journal Entry, PO, etc.? And the Balance Sheet accounts not allow the Profit Center and Cost Center fields to be filled in, they must remain blank for any type of entry.

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Valentin Castravet 24,910 Super User 2024 Season 2 on at

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Set g/l accounts to have mandatory entries in Profit Center and Division

Great!
DM-13091728-0 20 on at

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Set g/l accounts to have mandatory entries in Profit Center and Division

That's exactly what I needed, thank you!
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Valentin Castravet 24,910 Super User 2024 Season 2 on at

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Set g/l accounts to have mandatory entries in Profit Center and Division

You can do a mass update by selecting multiple G/L Accounts instead of one, and then clicking on 'Dimensions-Multiple'. Alternatively, you can use configuration packages to update the dimension requirements table.
DM-13091728-0 20 on at

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Set g/l accounts to have mandatory entries in Profit Center and Cost Center

Perfect, thank you Valentin. Can you do a mass update on this or do I have to go account by account?
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Valentin Castravet 24,910 Super User 2024 Season 2 on at

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Set g/l accounts to have mandatory entries in Profit Center and Cost Center

If the Profit Center and Cost Center fields are set up as dimensions in your company, you can use dimension restrictions. Here’s how:

Go to the Chart of Accounts page.

Select a GL Account and click on 'Dimensions - Single.'

Add an entry where the Dimension Code is either the Profit Center or Cost Center dimension.

For balance sheet accounts, select 'No Code' in the Value Posting field. For income statement accounts, select 'Code Mandatory' in the Value Posting field.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/