Can we direct Sales Revenue & Sales Discounts to different accounts based on Season?

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Posted on by Dave @ InBloom

Any suggestions for how to direct Sales Revenue, Sales Discounts, etc. to different G/L accounts based on a time of the year / season? (for other reasons they want to keep the separate G/L accounts). Lots of items & majority only sell in 1 season, but some cross seasons & would need to be changed based on date actual ship/invoice transaction occurs. Trying to avoid fixing manually on Sales ship/invoice transaction…

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Valentin Castravet 31,481 Super User 2025 Season 2 on at

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This would only be possible by changing the Gen. Prod. Posting Group on the item card or even on the sales documents so the item transactions are posted to a new GL Account.

The better option would be to use dimensions. You would have a season dimension, with the different seasons as dimension values. The item transactions would all go to the same GL Account, but you could easily break it down by seasons using the new dimension.

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

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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Hi, I think you can try the following new feature.

Business Central 2023 wave 2 (BC23): Use different general ledger accounts for payables, receivables (Change default customer/vendor posting group)

https://yzhums.com/42522/

Thanks.

ZHU

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Dave @ InBloom 58 on at

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Thank you Valentin and YUN ZHU. We need the G/L Account level, so don't think the Dimension alone will quite do it, but might try and show it to the client again as it would be fairly clean. The new Multiple Posting Groups feature will allow a different Receivables account, but we need the Sales Revenue & Sales Discounts accounts. Am I missing a way to use this new feature for Sales Revenue / Sales Discout accounts?
Does seem like it's the Gen. Prod. Posting Group. we'll need to use. Many items are exclusive to a single Season, so won't be a problem. Because orders are created before the actual season starts (pre-season) it seems we'll have to change sales order line Gen. Prod. Posting Group for those items that are used across Seasons. (Haven't tested yet, but assuming we can do that?) Any alternatives I'm missing?

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Valentin Castravet 31,481 Super User 2025 Season 2 on at

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We need the G/L Account level, so don't think the Dimension alone will quite do it

Breaking down data at the G/L Account level is where dimensions work best. Its certainly a lot cleaner, more user friendly to input data into the system, and less prone to errors. But yes, sometimes clients are apprehensive to use it as they're used to just looking at a G/L Account. Dimensions also require changing financial statements somewhat to account for dimensions.

The new Multiple Posting Groups feature will allow a different Receivables account, but we need the Sales Revenue & Sales Discounts accounts. Am I missing a way to use this new feature for Sales Revenue / Sales Discout accounts?

No, you're not missing anything. The multiple posting groups feature is for changing the AR and AP account. As far as I can tell it won't work in your case to change the sales account.

we'll have to change sales order line Gen. Prod. Posting Group for those items that are used across Seasons. (Haven't tested yet, but assuming we can do that?) Any alternatives I'm missing?

You can add the Gen. Prod. Posting Group field on the sales order line and change it there. There are no other alternatives that I can think of.

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

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Dave @ InBloom 58 on at

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As a follow up to this, although Dimensions would have been best, this client's ownership wasn't open to the G/L change. We have been successfully using the Item Posting Group. Many of their items are only sold in a particular season, for those we use a season specific Item Posting Group & the season specific revenue, discount, & return G/L accounts are set there.

For items sold in multiple seasons, we use a "MULTIPLE" Item Posting Group. As they enter a new season, those accounts are updated in the "MULTIPLE" Item Posting Group and invoice posting from that point hits the correct G/L accounts. Sales Orders can be created & managed pre-season using this approach, even though at sales line creation another season's accounts are active. Simply updating the Item Posting Group re-directs even existing orders to the correct G/L accounts, which works great if you stay on top of updating the Item Posting Groups as seasons change. Thanks again Valentin and YUN ZHU!

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Rishabh Kanaskar 6,150 on at

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Yes, you can achieve this in Business Central, but not purely “out of the box.”

Business Central by default posts revenue and discounts based on General Posting Setup (Gen. Bus. Posting Group + Gen. Prod. Posting Group). If you need different accounts by season, you have two main approaches:
1. Custom Dimension + Account Schedules / Reporting
> Create a “Season” Dimension (e.g., Summer, Winter).
> Post all transactions with the right Season Dimension (via default dimensions or manually on Sales Orders).
> Keep using the same G/L accounts but filter/report by Season in your financial reports.
This avoids multiple posting setups but still gives full separation in reporting.

2.Custom Posting Logic / Event Subscriber
> Write a small AL customization to override the G/L accounts during posting based on Posting Date.
> For example, if Posting Date is between April–June, use G/L 4010 for Sales Revenue, else 4020.
> This can handle cross-season items automatically without manual intervention.

Option 2 is the only way to fully automate separate G/L accounts at posting time. Option 1 is simpler, avoids customization, but relies on dimension-based analysis rather than separate accounts.

Thanks

Rishabh

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Valentin Castravet 31,481 Super User 2025 Season 2 on at

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Great to hear you found a solution!

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

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Nimsara Jayathilaka. 4,836 on at

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Hi

Yes!
In Business Central, you can direct sales revenue, discounts, etc., to different G/L accounts based on season primarily using Item Posting Groups and Dimensions. By creating season-specific posting groups (e.g., Revenue_Summer, Revenue_Winter) and assigning them to items, you can control which accounts are used for seasonal sales. For items sold across multiple seasons, you can adjust posting groups per item or use default dimensions to mark each transaction with a season.

For more automation, AL code or extensions can assign the correct G/L accounts based on the invoice or shipment date, avoiding manual adjustments. Alternatively, posting all revenue to a single account and using dimensions with deferral or recognition rules can help split revenue for reporting purposes. This setup allows seasonal accounting while minimizing manual effort.

Thanks

Nimsara

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