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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Can we direct Sales Re...
Small and medium business | Business Central, N...
Answered

Can we direct Sales Revenue & Sales Discounts to different accounts based on Season?

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Posted on by Dave @ InBloom 18
Any suggestions for how to direct Sales Revenue, Sales Discounts, etc. to different G/L accounts based on a time of the year / season? (for other reasons they want to keep the separate G/L accounts). Lots of items & majority only sell in 1 season, but some cross seasons & would need to be changed based on date actual ship/invoice transaction occurs. Trying to avoid fixing manually on Sales ship/invoice transaction…
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    Valentin Castravet Profile Picture
    Valentin Castravet 28,272 Super User 2025 Season 1 on at
    Can we direct Sales Revenue & Sales Discounts to different accounts based on Season?
    We need the G/L Account level, so don't think the Dimension alone will quite do it
     
    Breaking down data at the G/L Account level is where dimensions work best. Its certainly a lot cleaner, more user friendly to input data into the system, and less prone to errors. But yes, sometimes clients are apprehensive to use it as they're used to just looking at a G/L Account. Dimensions also require changing financial statements somewhat to account for dimensions. 
     
    The new Multiple Posting Groups feature will allow a different Receivables account, but we need the Sales Revenue & Sales Discounts accounts. Am I missing a way to use this new feature for Sales Revenue / Sales Discout accounts? 
    No, you're not missing anything. The multiple posting groups feature is for changing the AR and AP account. As far as I can tell it won't work in your case to change the sales account. 
     
    we'll have to change sales order line Gen. Prod. Posting Group for those items that are used across Seasons. (Haven't tested yet, but assuming we can do that?)  Any alternatives I'm missing?   
    You can add the Gen. Prod. Posting Group field on the sales order line and change it there. There are no other alternatives that I can think of. 
     
  • Dave @ InBloom Profile Picture
    Dave @ InBloom 18 on at
    Can we direct Sales Revenue & Sales Discounts to different accounts based on Season?
    Thank you Valentin and YUN ZHU.  We need the G/L Account level, so don't think the Dimension alone will quite do it, but might try and show it to the client again as it would be fairly clean.  The new Multiple Posting Groups feature will allow a different Receivables account, but we need the Sales Revenue & Sales Discounts accounts. Am I missing a way to use this new feature for Sales Revenue / Sales Discout accounts? 
    Does seem like it's the Gen. Prod. Posting Group. we'll need to use.  Many items are exclusive to a single Season, so won't be a problem.  Because orders are created before the actual season starts (pre-season) it seems we'll have to change sales order line Gen. Prod. Posting Group for those items that are used across Seasons. (Haven't tested yet, but assuming we can do that?)  Any alternatives I'm missing?   
  • YUN ZHU Profile Picture
    YUN ZHU 84,555 Super User 2025 Season 1 on at
    Can we direct Sales Revenue & Sales Discounts to different accounts based on Season?
    Hi, I think you can try the following new feature.
    Business Central 2023 wave 2 (BC23): Use different general ledger accounts for payables, receivables (Change default customer/vendor posting group)
     
    Thanks.
    ZHU
  • Valentin Castravet Profile Picture
    Valentin Castravet 28,272 Super User 2025 Season 1 on at
    Can we direct Sales Revenue & Sales Discounts to different accounts based on Season?
    This would only be possible by changing the Gen. Prod. Posting Group on the item card or even on the sales documents so the item transactions are posted to a new GL Account. 
     
    The better option would be to use dimensions. You would have a season dimension, with the different seasons as dimension values. The item transactions would all go to the same GL Account, but you could easily break it down by seasons using the new dimension. 
     

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