Customer Invoice - Different items same GL Account

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Posted on by JPB 2022

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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

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Dynamics 365 Business Central

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MahGah 15,613 on at

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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
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Dallefeld 235 User Group Leader on at

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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.
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YUN ZHU 103,243 Super User 2026 Season 2 on at

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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
JPB 2022 140 on at

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

Again thank you !!! =)
JPB 2022 140 on at

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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.