Account Category linking to G/L account

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Posted on by andie

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We have added a new Account Category (viewed primarily within the Project Transactions), but I don't know how to "link" it to the COGS G/L account Coding? (When I enter a new BOM, I want to assign the Account Category, but the new Account Category is NOT in my pull down menu).

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John_Joyce 1,040 on at

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RE: Account Category linking to G/L account

Andie - you are in the wrong screen. As Elaine noted, you want to open the "Chart Of Accounts Maintenance" screen in GL. In there, you will be able to assign a GL Acct # to an Account Category.
andie 165 on at

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RE: Account Category linking to G/L account

I still don't see it. I also don't see a place to assign the project either (from the first message). In SL, I'm going to the Financial module, then G/L, then Maintenance, then "Account/subaccount Maintenance". The screen that appears only shows (G/L) Account #, sub account, and the F4 forms shows the same thing. There is no Account Category or Project. Any suggestions ??? !!! grrrrr
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RE: Account Category linking to G/L account

Use f4 to bring this up in form view. The field is toward the bottom .
andie 165 on at

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RE: Account Category linking to G/L account

When I pull the G/L account number, I only see a place to add the sub-account. I don't see a place to add the Account Category
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RE: Account Category linking to G/L account

Hi Andie,

In GL>Chart of Acct Maintenance, you can add acct categories to accts. When you do this, when using that acct, a project is required or you must enter the non post project.