Customer Invoice - Different items same GL Account

(0) Share

Report

Posted on by JPB 2022

140

Hi I have to create and invoice with3 different items, but all go to the same Gl Account. once I created the invoice, the GL is all in one line for the 3 items. How could I get the tree line in the GL? I need to see in the GL all the transaction by item.

thank you for your help

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (5)

Answers (0)

Suggested answer

MahGah 15,529 on at

Like (1)

Report

Hi

I think in your invoice you can change Posting Group of items. If you have a posting group that has the setup you need (or you can create one) this way after changing posting group all those lines post in G/L that you needed as a standalone line for each item.

docs.microsoft.com/.../finance-posting-groups

Was this reply helpful? Yes No
Suggested answer

Dallefeld 211 User Group Leader on at

Like (1)

Report

Why would you want to see the 3 lines in the GL?

Rather than different posting groups as MAHGAH suggests, If you absolutely need this information in the GL, then setup an Item No dimension. The values for this dimension should equal your item numbers. Be sure to default an Item No dimension on each item. Also, require your Item No dimension on your sales accounts. This will force 3 lines to be created in the general ledger, one for each item no dimension.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,649 Super User 2025 Season 2 on at

Like (1)

Report

Hi, As suggested by the two experts above, you can set up different posting groups for different items, and then post them to different accounts in General Posting Setup.

Hope this helps.

Thanks.

ZHU

Was this reply helpful? Yes No
JPB 2022 140 on at

Like (0)

Report

Thank you !! to everyone!! amazing your help!.. And yes finally I created posting group!! and it works!!..

Again thank you !!! =)

Was this reply helpful? Yes No
JPB 2022 140 on at

Like (0)

Report

Thank you.. I need the information in the GL because is a Balance Account is not a expenses. or income.. so the dimension doesn't affect . Thank you for your help. I figure it out with the Posting Groups.

Was this reply helpful? Yes No