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Microsoft Dynamics GP (Archived)

Changing Account Categories

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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

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  • 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.

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