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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase order, Sales ...
Small and medium business | Business Central, N...
Answered

Purchase order, Sales Order, Credit Memo, etc - General Ledger Account

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Posted on by MaCung 67

Hi Expert,

Im still new in Navision.

I hava a question regarding General Ledger.

Is there a menu in Navision where I can see the set up Purchase Orders, Sales Orders, Credit memo, etc to go to which account when posting to GL?

thank you

  • MaCung Profile Picture
    MaCung 67 on at
    RE: Purchase order, Sales Order, Credit Memo, etc - General Ledger Account

    Hi Steven,

    thank you very much..

    You are the best..

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Purchase order, Sales Order, Credit Memo, etc - General Ledger Account

    Hello,

    Adding to what Bilal replied... To help you understand NAV, I am attaching my 2 documents I give customers to start explaining Posting Groups and how each transaction posts to the GL.

    [View:/cfs-file/__key/communityserver-discussions-components-files/34/Posting-Group-Setup.doc][View:/cfs-file/__key/communityserver-discussions-components-files/34/Purchase_2D00_Sales-Posting-_2D00_-Expected-On.xls] 

    Thanks,

    Steve     

  • MaCung Profile Picture
    MaCung 67 on at
    RE: Purchase order, Sales Order, Credit Memo, etc - General Ledger Account

    Hi Bilal,

    Perfect.. this is what i wanted..

    thank you so much..

  • Suggested answer
    Bilal Haider Profile Picture
    Bilal Haider 232 on at
    RE: Purchase order, Sales Order, Credit Memo, etc - General Ledger Account

    Hi,

    Posting groups in NAV links between Customers/vendors and Products financials to the General Ledger. For Sales and Purchases there are three types of posting groups.

    1. General

    2. Specific

    3. Tax/VAT related

    General Posting groups are used to post the sales and purchases to the General Ledger. (Income Statement or P/L accounts)

    Specific Posting groups are used to post to the Receivables and Payables accounts (Balance Sheet Accounts)

    VAT posting groups are used to post to the VAT accounts.

    To access General posting groups setup you can search General Posting Setup and that matrix will show which G/L accounts will be used based on groups.

    To access specific posting groups you can search Customer Posting Groups and Vendor Posting Groups.

    To access VAT/Tax posting groups setup you can search VAT posting setup.

    You can go through the link below. Its from Microsoft Learn which teaches step by step

    docs.microsoft.com/.../

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