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Tracking Sales to the GL

Posted on by 30

Currently we track sales to the GL by item type but we are investigating the possibility of change the tracking of sales to the GL from inventory type to customer type. Is that possible?  

We are on 2011 Dynamics SL. 

  • Verified answer
    dglodowski Profile Picture
    dglodowski 30 on at
    RE: Tracking Sales to the GL

    Thank you. We opted to use wildcard characters in the OM.

  • Suggested answer
    Brian_IL Profile Picture
    Brian_IL 705 on at
    RE: Tracking Sales to the GL

    If using OM you could set the default GL accounts to use in Order Management - Order Type - Accounts tab. The online help gives an example of using wildcard characters, and reading the GL defaults from the AR Customer Class setup.

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