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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Dynamics GP 2010 Accou...
Microsoft Dynamics GP (Archived)

Dynamics GP 2010 Account Format Question

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Posted on by Kirk Alexander 420

We are trying to copy a range of GL expense account numbers for a new department.  The existing format is xxxx-xxx, where the 1st segment is the Nominal Account Number number and the 2nd segment is the Department.

GL-Accounts-Mass-Modify.jpg

As you can see, if we copy the Selected Range, we're going to end up with a mess.  The Selected Range should be showing all of the different Nominal Account Numbers for the same Department, 519.  Even if we change the Accounts Segment Sort from Main Segment to "by Account" we get the same Selected Range.  I believe the reason it is doing this is because Account Format is set up like this:

GL-Accounts-Account-Format.jpg

This process WORKS BEAUTIFULLY IN A COPY OF THIS COMPANY, but in that copy the Main Segment ID is set to Segment 2.  Yes, we use FRx, so we're fearful of making a change to the Main Segment ID.

How can we use Mass Modify to copy these accounts when we have them set up as we do (Segment 1)?  Are we missing another setting? 

Thanks,

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  • Verified answer
    Victoria Yudin Profile Picture
    Victoria Yudin 22,769 on at

    Try changing the Account Segment Sort option to your second segment. If it works, it will change the display for the Selected Range to only show the accounts with 519 in the second segment. If your GP was originally installed without allowing for that option, it may not work. No way to know until you try. :-)

  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at

    If your Account Segment Sort only shows Main Account and Account, I fear you do not have any additional sorting options set in your account framework. If you hit the Sorting button on the Account Format window, does that second segment come up? If you do not have a sort on that segment, there is another way to do it. First, backup and get everyone off of the system. Go into the account format and select segment two as your Main Account.  You'll need to then run Check Links on the Account Master. Go into Mass Modify and you now should be able to restrict by segment two. When you finish creating your new accounts, go back into the account format setup and change your Main Segment back to segment 1. Run Check Links again.

    Of course, you should try this on a test company first.

    Kind regards,

    Leslie

  • Kirk Alexander Profile Picture
    Kirk Alexander 420 on at

    Thank you, Victoria... will try this evening and let you know.

  • Kirk Alexander Profile Picture
    Kirk Alexander 420 on at

    Thanks, Leslie... will try tonight and see how it goes.  Thanks for the extra description about making the changes, running Check Links, running the Mass Modify... and changing back after the accounts have been added.  That my be the trick that's needed to keep FRx intact.

  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at

    Did this solution work for you?

  • Suggested answer
    Kirk Alexander Profile Picture
    Kirk Alexander 420 on at

    YES!  Thank you for taking the time to answer...   Here's a follow-up:  What was missed in the original setup that prevents the Mass Modify from working "naturally" without having to change the Account Format setup?  Is there something we can do at this point so that we don't need to change the Account Format when adding a new set of accounts?

  • Kirk Alexander Profile Picture
    Kirk Alexander 420 on at

    Thanks, Victoria... yes, this worked... Credit to both you and Leslie...

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