Skip to main content

Notifications

Microsoft Dynamics GP (Archived)

Changing Account Categories

Posted on by 375

GP has the tool, "Account Modifier" to change account numbers.  Is there anything available to change the categories that are assigned to GL account numbers?  I think we need to do a general clean up of the category names that are in GP. 

Maybe they need to be swiped clean & we start over

*This post is locked for comments

  • Dedi Hermawan ZR Profile Picture
    Dedi Hermawan ZR 85 on at
    RE: Changing Account Categories

    Hi Merle,

    I have SQL Procedure to change account category

    Here is in my blog

    dynamicsgp.home.blog/.../

  • Suggested answer
    Belinda Allen Profile Picture
    Belinda Allen 2,652 on at
    Re: Changing Account Categories

    Hi Luis!

    You can add as many as you like.  Setup-Financial - Category.  Scroll to the bottom and start adding.  You'll see a * rather than a number.  Then you'll be able to assign to accounts and use in Frx or Management Reporter.  Belinda

  • Luis Ruiz-Ortiz Profile Picture
    Luis Ruiz-Ortiz 355 on at
    Re: Changing Account Categories

    Belinda-Hope you are doing fine.   How many more Account Categories we can create?  

  • Suggested answer
    Belinda Allen Profile Picture
    Belinda Allen 2,652 on at
    Re: Changing Account Categories

    You can clean these up and add to them, but there are 48 defaulted, so I would not make the categories less than 48, just in case.  Financial - Setup - Category

    You can change any name you wish, and add to the list as well.  Do not worry that you'll see a "*" rather than a number, in SQL it will number.  Any changes you make to names and any you add will be included in FRx, should you opt to create reports using Categories.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,219 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans