Accounts used in posting an Item, linked to Procurement category

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Posted on by ZK-03021337-0

Hello,

I don't know if the question is for Finance or not, but I hope you can help - we have setup stock items with the respective PO postings per item group.

The items are later linked to a Procurement category so now the system throws an error that accounts for accounting distributions are missing.

That error is fixed with adding a posting for the stock items per Procurement category.

My question - is there a setup that will make the system take the postings form the Item groups, not the procurement categories or I have to create now additional setups for the procurement categories?

Thank you in advance!

Zlatina

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Dynamics 365 Finance

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Adis 6,064 Super User 2025 Season 2 on at

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Hello,

I am a bit confused, on the PO\Invoice, did you put in a purchase category or an Item?

Since you cant put in both, on the PO\Invoice the system will check the following table for a main accounting matching with the category, the Item group or the Item itself.

Kind regards, Adis

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ZK-03021337-0 24 on at

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Hello @Adis,

Thank you for that response but no - I have items (products), linked to procurement category

The setups you showed are done - I have a setup for PO posting of stock items and procurement categories, but because of that link, the setups for Item group are skipped from the system and it looks for posting from procurement category.

Thus my question - in that scenario, should I create new posting setups for the category with the Items or there is a setup that can overrule and take the old item group posting accounts.

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Adis 6,064 Super User 2025 Season 2 on at

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Hi,

I dont think there is a setup. We do work with proc. categories in combination with project categories, both have posting setup, however, there is a logic behind when something is being posted according to proc. category and when according to proj. category. I think the same applies to items and proc. categories.

Its an old post, however, I would check what is really posted when you receive the goods. Seems like the system is checking for proc. category posting setup on PO in the first place. If you invoice a service item, that posting setup from the proc. category is pulled, but when you receive a stocked item, the item group posting setup is being pulled.

Item Group and Product Category posting profile for Item

Kind regards, Adis

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ZK-03021337-0 24 on at

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Hi,

Thank you for the link - I found it but saw it was project related, so I decided to ask.

For now it looks that even if I receive a stock item, the system pulls the category setup, not the item group.

Thank you for your time!

Kind regards,

Zlatina

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