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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Chart Of Accounts matr...
Small and medium business | Business Central, N...
Suggested Answer

Chart Of Accounts matrix mapping

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Posted on by C Greenfield 15

Hi there,

I am looking into a way to assign a secondary G/L Account number/identifier to our current Chart of Accounts.

So our local books use a different COA to our group reporting. 

We have recently purchased Jet Analytics as a reporting tool & I would like to be able to design & run Jet Analytics reports from Business Central that will "spit out" the results in our external group reporting codes, so I don't have to link my Jet report to a separate excel mapping document etc to get the desired output.

eg. account 40500 Revene in BC is 10REVVID in BFC.

It is not an option to change our local COA to match BFC.

I also don't want to have to add another dimension that we have to select separately to achieve this - I would like it to automatically recognise the group code when the local code is selected so it doesn't impact any of my transactional users.

Is there a way to do this?

Also to make it even more complex, I actually need one group reporting code to be assigned to a five part BC code string...

40500 | Global Dim 1 | Global Dim 2 | Dim 3 |Dim 4  assigned to  10REVVID

As the same G/L code with a different combination of dimensions may go to a different BFC code if that makes sense.

Unsure if the second part is possible but if not then even the first part would massively help!!!

Thank you in advance

Cassie 

I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    There is a field in the g/l account table for No. 2 which is typically used for legacy codes or linked structures. The field will need to be added to the page with development. Try using a sandbox to enable access to the “Design” feature. A developer will then need to package this. At least you can trial it out this way though. I believe Jet Analytics can use OData to access information. Once you’ve added the field it will be visible by that method.

    If you’re looking at Jet Analytics then complex mapping is viable with calculated fields that can be based on some of the things you’ve mentioned.

    Reporting groups is a development on it’s own. Something I have done on projects. Not a complex development.

  • Suggested answer
    Snehanshu Mandal Profile Picture
    Snehanshu Mandal 560 on at

    For the first part of the problem, you may use a very simple development and display an inbuilt field named [No 2 to be used as legacy account no.  Even it is possible from the front end as well if you know how to use designer:

    https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-inclient-designer

    remember, designer is only available only in sandbox. So you can design and test it in sandbox and deploy it in production.

    If you are not comfortable with designer, here is simple code I wrote for you:

    pageextension 90002 ChartOfAccountsExt extends "Chart of Accounts"
{
    layout
    {
        // Add changes to page layout here
        addafter("No.")
        {
            field("No. 2";Rec."No. 2")
            {
                ApplicationArea = all;
                Caption = 'Legacy Account Code';
            }
        }
    }
}

    You can download the completed app from my Onedrive folder below. Test it out in sandbox and once satisfied, you can freely use it or extend it on your own. I hope you know how to upload an extension in your instance. [if not, I also have uploaded a video on the same as well :)

    [View:https://dynaexperts365-my.sharepoint.com/:u:/g/personal/snehanshu_dynaexperts_com/Ea9O6Q8adaBFrG7B3d43q88BJ55Jp1Ou31-9L4u8dI7MSg?e=8DErie:320:240

    [View:https://dynaexperts365-my.sharepoint.com/:v:/g/personal/snehanshu_dynaexperts_com/EcPx0vYBmhdOjaqCqcEycQ8BrLORHCdYob3NeDhQlHWBdQ?e=XuCHkK:320:240

    You need more help, I will be happy to help you out.

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