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Customer/Vendor cards - multiple balance sheet accounts

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Hello,

We have cases as below and would like to check if we can create :

1) A customer or supplier card, and map it to various balance sheet accounts

2) Multiple customer / supplier account cards for the same company which can be grouped in D365 when we want to see our balance

Due to GAAP reasons, we need to show customers, suppliers (goods), suppliers (service).

There are cases that we work for company to buy goods, to buy other services, and we also sell them products.

- If I create 3 different cards, getting the total balance will be difficult.

- If I create 1 card, I will need to make adjustments in the balance sheet every month.

Is there a way to select balance sheet account (ex: trades payables) based on a condition such as GL Business or GL Product codes.

Thanks a lot

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Shauna Langley 691 Super User 2024 Season 2 on at

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Customer/Vendor cards - multiple balance sheet accounts

Hi,

For point 1 I think something like this may be available in v23 wave 2. See the following link.

https://learn.microsoft.com/en-gb/dynamics365/release-plan/2023wave2/smb/dynamics365-business-central/use-different-general-ledger-accounts-payables-receivables

I don't believe there is anything standard that would cater for either points.

Thanks,

Shauna

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