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Set g/l accounts to have mandatory entries in Profit Center and Division

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Posted on by DM-13091728-0 20
Is there a way to set the Income Statement accounts to make the Profit Center and Cost Center fields mandatory when entering a Journal Entry, PO, etc.?  And the Balance Sheet accounts not allow the Profit Center and Cost Center fields to be filled in, they must remain blank for any type of entry.
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Financial Management
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 22,198 Super User 2024 Season 2 on at
    Set g/l accounts to have mandatory entries in Profit Center and Division
    Great!
  • DM-13091728-0 Profile Picture
    DM-13091728-0 20 on at
    Set g/l accounts to have mandatory entries in Profit Center and Division
    That's exactly what I needed, thank you!
  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 22,198 Super User 2024 Season 2 on at
    Set g/l accounts to have mandatory entries in Profit Center and Division
    You can do a mass update by selecting multiple G/L Accounts instead of one, and then clicking on 'Dimensions-Multiple'. Alternatively, you can use configuration packages to update the dimension requirements table. 
  • DM-13091728-0 Profile Picture
    DM-13091728-0 20 on at
    Set g/l accounts to have mandatory entries in Profit Center and Cost Center
    Perfect, thank you Valentin.  Can you do a mass update on this or do I have to go account by account?
  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 22,198 Super User 2024 Season 2 on at
    Set g/l accounts to have mandatory entries in Profit Center and Cost Center
    If the Profit Center and Cost Center fields are set up as dimensions in your company, you can use dimension restrictions. Here’s how:
     
    1. Go to the Chart of Accounts page.
    2. Select a GL Account and click on 'Dimensions - Single.'
    3. Add an entry where the Dimension Code is either the Profit Center or Cost Center dimension.
    4. For balance sheet accounts, select 'No Code' in the Value Posting field. For income statement accounts, select 'Code Mandatory' in the Value Posting field.
     
     
     

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