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Posted on by GP USER MMSD

How to edit GL accounts on source documents?

Also have transitioned to SalesPad recently and the GL codes for our service revenue need to be separated from GL codes for regular orders

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Microsoft Dynamics GP

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Derek_Albaugh 70 on at

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Are you meaning under Administration >> Setup >> Posting >> Audit Trail Codes, or where exactly?

If you could give us more information, it'll help make sure we give back the correct information.

Thanks

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GP USER MMSD 15 on at

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Hello Derek,

I appreciate the response. To add more clarity, I am not sure where to find the information exactly, as that is what I am trying to determine.

I am essentially trying to modify the GL codes that are linking to the source documents for SalesPad. My company has "Service" revenue/costs as well as "new orders" revenue/costs. These costs had been split out properly in GP, however they are now all hitting the same GL accounts ever since moving over to SalesPad. Do you know where I can make the modifications?

Thanks again for your help.

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Cheryl Waswick Microsoft Employee on at

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Hello,

You stated that 'these costs have been split out properly in GP, however they are now all hitting the same GL accounts ever since moving over to Salespad."

If everything was fine before adding Salespad, and now are incorrect after adding Salepad, you would have to reach out to that 3rd party company to assist you with this, and how they link to GP. We wouldn't be able to advise on the 3rd party product, unless someone from the Community also using the product would respond. Have you inquired to Sales pad yet for assistance on this?

Thank you,

Cheryl Waswick

Microsoft Dynamics GP Support

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Beat Bucher GP Gee... 28,061 Moderator on at

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Hi,

This really is a problem with your SalesPad configuration.. not GP. I've not been using SP in a while, but as Derek said, your best bet is to reach out to SalesPad's support or the SP partner that implemented it in your location.

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GP USER MMSD 15 on at

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Hi

Thank you for the responses, and will take the recommended path. Do you know where within GP is the best place to modify GL accounts linked to specific source documents?

Your help is much appreciated.

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Cheryl Waswick Microsoft Employee on at

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GP maps a source document to an origin under Tools | setup | posting |Audit trail codes. There is no where to map specific accounts to source documents in core GP. You will need to inquire to Salespad for that.

Thanks

Cheryl W

Microsoft support

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