Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Change Setup >>...
Microsoft Dynamics GP (Archived)

Change Setup >> Company >> Account Format

(0) ShareShare
ReportReport
Posted on by mikepeck 340

How can the account format be changed (Dynamics GP >> Tools >> Setup  >> Company >> Account Format) from 6 segments of length 6 each to 2 Segments of lengths: Segment 1 = 3 positions; Segment 2 = 4 positions. A chart of accounts was setup, and accounts established using 3 characters (and three spaces) followed by 4 characters (and 2 spaces), the remaining four segments contain only spaces.

I attempted to change the account format  to 2 segments, of lengths 3 & 4, but the changes were rejected due to the established chart of accounts and entered transactions. The Chart of Accounts consists of twenty-five records.

*This post is locked for comments

  • Mike Bufano Profile Picture
    Mike Bufano 1,480 on at
    RE: Change Setup >> Company >> Account Format

    Michael,

    I see from your profile in Linked In that you have considerable experience in a former life as a GP consultant.   Not sure if GP is core focus for NTT, the group you are with now, since on the website, seems to offer other ERP solutions and BI analytics.

    PSTL can be used successfully without the Corporate Rennaissance Group tool based on the case you have indicated.  We could assist you with your specific problem of how to successfully make the changes you indicate above for your client using the PSTL tool as we have assisted many organizations change their account structures as they have outgrown their chart of accounts using that specific tool. 

    If you still require assistance and are interested, please contact me privately at mbufano@intellitecsolutions.com

    Happy to assist.

  • mikepeck Profile Picture
    mikepeck 340 on at
    RE: Change Setup >> Company >> Account Format

    I haven't used this tool previously, so I am curious about when there will there be an opportunity to change the account format from the existing 6 Segments of 6 character length each to 2 Segments of 3 & 4 Character length respectively. Thank you.

  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Change Setup >> Company >> Account Format

    Hi MIchael,

    Leslie is right.. PSTL is the free option to go to apply the changes to your COA structure.

    CRG group has various add-ons for GP and one of them is called "Changer" which allows the same function, but possibly in a more fancy way & covers more modules (inventory, PA, Payroll & PM)

    http://crgroup.com/changer/

  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at
    RE: Change Setup >> Company >> Account Format

    You can do it easily with the PSTL tools and the system reconcile utility. First you need to make sure that everything you don’t want to use in the future is blank, so even if you have six segments now you need to make everything blank except the two segments that you want to remain and make sure only the characters that you want to populate have numbers in them. Then, simply run the system utility reconcile on the account for me at and it will remove all of the blank spaces

    Leslie

    From my iPhone

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans