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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Need to drive the firs...
Microsoft Dynamics GP (Archived)

Need to drive the first segment of the GL posting account from the Sales Territory. Client has a simple, two-segment account code. The first segment is the division$ second segment is the main account. Sites will drive the inventory account to relieve i

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Posted on by GloriaB 981

Client has multiple physical inventory sites.  Sales Reps sell into multiple divisions which don't correlate to the physical sites.  Customers buy from multiple divisions.  High number of inventory transfers between divisions.  High number of non-stock items sold.  We want to drive the Sales Territory on a transaction-by-transaction basis into the Sales and CoGS posting account.  Sites will select the correct inventory account to relieve.  One consolidated Receivables account so no need to alter it by division.  Previous resolution was to create a customer per division, but client has 9 divisions and that's getting darn messy in the customer masterfile.

Has anyone got a customization or workaround to do this?  Drive the Sales Territory number into the first segment of the GL Sales and CoGS posting account when an invoice is posted.

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  • Verified answer
    Tim Foster Profile Picture
    Tim Foster 8,515 on at
    Re: Need to drive the first segment of the GL posting account from the Sales Territory. Client has a simple, two-segment account code. The first segment is the division$ second segment is the main account. Sites will drive the inventory account to relie

    I'm with Melissa.  We use Flexicoder here to recode Sales Documents.  It works!

    Tim

  • Melissa Sandrovich Profile Picture
    Melissa Sandrovich on at
    Re: Need to drive the first segment of the GL posting account from the Sales Territory. Client has a simple, two-segment account code. The first segment is the division$ second segment is the main account. Sites will drive the inventory account to relie

    You can also check out eOne's Flexcoder add on.  We have customer currently using this for these types of GL adjustments on transactions.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,788 Moderator on at
    Re: Need to drive the first segment of the GL posting account from the Sales Territory. Client has a simple, two-segment account code. The first segment is the division$ second segment is the main account. Sites will drive the inventory account to relie

    Would this not work?

    1) Setup->Inventory->Inventory Control - Set the first segment to be from where to pull the segment value

    2) Cards->Inventory->Site and for each site assign a GL segment value. Setup all the sites based on your Sales Territories.

    3) As you enter POs and Sales Order use the appropriate site. This will fill in your complete GL account using the segment 1 value from site and the natural account from the item.

    If not, you will need a customizations to maintain a table of sales territories and gl segment values and then pull from this table as sales orders are entered. This could be done in Dexterity or Visual Studio.

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