Product receipt GL posting based on Dimensions

(0) Share

Report

Posted on by Community Member

We currently have an issue whereby we would like to set the main account to post to based upon the financial dimensions on a purchase requisition

For example

Product "equipment" can be purchase by department "direct" and by department "indirect" , if the product if for department "direct" main account is 23080 if its by department "indirect" its main account is 330080

so we can set the posting rules up by either

item (wont work as same item)

Item group (same item group)

procurement category (product can only be in 1 category)

Supplier (same supplier)

Has anyone had this issue and found a solution please ?

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

Sort by

André Arnaud de Cal... 305,007 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi Dawn,

This is not possible automatically. What would be the reason? You can create different items per department?

You can also specify a main account on the PO line. In that case it will override the standard posting logic. Probably with a small customization it can be automated.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

HELLO

We would like to just have 1 item (so that maintenance is to a minimum)

we had a customisation so that when a worker is chosen on the purchase order the purchase order lines is populated with the workers dimensions

however based on the dimensions set against the worker the posting would be different for example if the worker is an operative the costs would go to the direct cost codes and if the worker is office staff these costs would go to the indirect cost codes

I would think that other companies raise a purchase order for a specific item but that item can be for a direct cost or indirect cost such as

tools, ppe, staff costs etc

Was this reply helpful? Yes No
Suggested answer

ZvikaR 190 on at

Like (0)

Report
Copy link

Link copied!

I think if you use the "natural" AX logic, you would post everything into the same account, but use the dimension values ("direct","indirect") to distinguish in reporting between the 2 types of transactions

If you absolutely have to have separate accounts, did you consider using allocation rules by dimension value to move the amount , as soon as it is posted, into your "desired" account?

Was this reply helpful? Yes No