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Account Category linking to G/L account

Posted on by 165

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).

  • Verified answer
    John_Joyce Profile Picture
    John_Joyce 1,040 on at
    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 Profile Picture
    andie 165 on at
    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Account Category linking to G/L account

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

  • andie Profile Picture
    andie 165 on at
    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    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.

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