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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Does anyone use the Tr...
Microsoft Dynamics GP (Archived)

Does anyone use the Trial Balance Code - I am trying to determine if this is a customized feature.

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Posted on by Community Member

The Trial Balance Code is a drop down list field in Invoicing and in Receivables Management but not in Sales Transaction Entry (SOP: Sales Order Processing).  There is a setup function to create new trial balance codes as well.

I'm having trouble determining if this is a custom feature and if so, how do I add it to the SOP module and if it's not, why is it not in the SOP module when it is included in the other two sales invoicing modules.

Your feedback is appreciated.

Thanks,

Angie

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  • L Vail Profile Picture
    L Vail 65,271 on at

    Angie,

    I am not familiar with a 'Trial Balance Code'. What is the name of the window where you are seeing this option?

    What does this option do?

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member on at

    Hi Leslie,

    Sorry for the delay in my response, I was unable to log on until now.  The trial balance code is an optional field when invoicing that allows you to choose from a list of codes that you set up (similar to picking a client name from a list).  There is then an aging report that can be run based on the code.  In my business we would use codes such as "support", "services", "product" etc so that we can track what types of invoices are paid within what kind of timeframe.  I'm beginning to believe that it is a customized feature as I have seen no other mention of it anywhere.

    Thanks,

    Angie

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