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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / account group
Microsoft Dynamics AX (Archived)

account group

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Posted on by CariRodriguez 175

I am a former SAP user and was wondering if there was similar functionality within AX as the account group setup in master data.

The account group is a summary of accounts based on criteria that effects how master records are created.

The account group determines:

  • The number interval from which the account number is selected when a G/L account is created.

  • The screen layout for creating G/L accounts in the company code-specific area

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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,904 Super User 2025 Season 2 on at

    Hi Cari,

    There are some features that would probably be comparable. If I understand correctly it is used to group main accounts (for reporting purposes). In this case you can use the Main account categories or Row structures.

    I don't understand your explanation on screen layout. can you elaborate on it? 

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Do you mean that Main Account  value should generate from a number sequence?

    and Main Account will be generated automatically from the number interval

    and Main Account will have number format company specific?

    If yes then you can use number sequence for Main Account.

    but as per my understanding standard AX is not having this setup, you need to code and implement it... development and setup effort is very low

    Please verify and update us with your findings and more information

  • CariRodriguez Profile Picture
    CariRodriguez 175 on at

    To be clear from my end.  When you create a new account it would be an additional field that would be populated.  For instance, if you are creating a new cash account, this field would be populated with "cash".  If you are creating a new accounts receivable account, this field would be populated with "accounts receivable".  This would then allow you to group all cash, accounts receivable, etc.  Does this clarify?

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