Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Item being recognized ...
Microsoft Dynamics GP (Archived)

Item being recognized in multiple accounts

(0) ShareShare
ReportReport
Posted on by highroller 305

hello,

I was wondering if someone can point me in the right direction with this requirement. We are currently looking to implement a new Chart of Accounts in GP and one of the requirements is that an item can be recognized against multiple accounts depending on some parameters (departments, function) of how it's sold.

In our current configuration all of our items just hit one account. To support this I see two approaches ... either we dynamically construct the account the item has to hit on input and override the accounts in the transaction or we have multiple versions of the same item in the item master for every account the items can hit. Both approaches have their pro's and con's which I won't cover in this post.

Can anyone point me in the right direction for supporting this requirement. Any help would be gladly appreciated. I can provide more information upon request, thanks

*This post is locked for comments

  • cheol Profile Picture
    cheol 5 on at
    Re: Item being recognized in multiple accounts

    Darren

    we are in similar needs but my question for you is if your solution does multiple segments override.

    Thanks.

  • Darren C Profile Picture
    Darren C 240 on at
    Re: Item being recognized in multiple accounts

    We also have a product that does this and is unlikely to clash with Encore's RB (we also have a Recurring Billing solution and it works fine with it).

    Advanced SOP GL Defaulter

    http://www.m4systems.com/m4_advanced_SOP_GL_defaulter.aspx?param=1

    You can default the segments from a combination of Debtor, Debtor Class, Item, Item Class, Salesperson or entered value.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Item being recognized in multiple accounts

    we use a trigger that runs when you save the document. The chart of accounts is 3 segments, the third segment we use to analyse the inventory. The trigger checks a value  in the SOP user defined list 1...and replaces the third segment in the sales gl code based on this. Maybe not very elegant, but it achieves the desired result.

    Ian Stewart

  • highroller Profile Picture
    highroller 305 on at
    Re: Re: Re: Item being recognized in multiple accounts

    Thanks for the replies. I have put a call out to Flexicode to see at what point they integrate with GP since we are using Encore for Recurring Contract Billing. If not I will need to follow Mohammad approach and do a customization using the override account fields.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Re: Item being recognized in multiple accounts

     highroller ,

    I would suggest customizing GP to fit this requirement it would be easier than creating multi versions of item, I did this customization before, let me know if you need any help in this matter.

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    Re: Item being recognized in multiple accounts

    The only thing you can do 'out-of-the-box' in GP is have one of the account segments change based on the Site ID.  So for example:

    Let's say you have 2 sites (A and B) and your account number is something like LLL-NNNN-SS where LLL is the location and NNNN is the natural.  Site A is represented by 100 and site B by 200 and your sales natural account is 4000.  You can set GP up to automatically use 100-4000-SS or 200-4000-SS depending on what Site is code on the sales invoice.

    If you need to change more than one segment of the account, or something more complicated than what I have described above, GP can't do it.  If that's the case, I can think of a couple of options in addition to what you have listed:

    1. Look at eOne's Flexicoder: http://www.eonesolutions.com.au/Content.aspx?page=Flexicoder.  I have not used this myself, but I've heard it's great for exactly this type of situation.

    2. Customization.  This would really only be if Flexicoder isn't able to meet your needs, otherwise, why re-invent the wheel?

  • highroller Profile Picture
    highroller 305 on at
    Re: Item being recognized in multiple accounts

    I know it was the holidays so I am sending one more reply to see if anyone had any coments on this. Thanks,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,735 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,466 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans