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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / account format change
Microsoft Dynamics GP (Archived)

account format change

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Posted on by Community Member Microsoft Employee

Hello,

I’m looking for a solution to convert my existing chart of accounts to a new structure.

Currently, our account structure is six segments where N represents the natural account number:
xxx-NNNN-xxx-xx-xx-xxxx

Our goal is to convert the existing account structure to be four segments with the following (where N is the natural account number):
xx-xxx-NNNNNN-xxxxxx

Additionally, there will be multiple existing accounts that will need to be consolidated into a single new account number.

Our existing account format is Maximum Account Length = 20 and Maximum Segments is 7. (Tools>Setup>>Company>>Account Format).

What would be a suggested process to accomplish this? I’ve evaluated the GP PSTL and CRG as a tool, but it doesn’t seem like one solution can address this. It also seems like there may involve a few intermediate steps to get to our end result.

Please advise.

*This post is locked for comments

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: account format change

    Jay,

    If you are trying to exceed your Framework, you will need the Reformatter tool. There is no other answer that I am aware of.

    Kind regards,

    Leslie

  • Verified answer
    Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: account format change

    Jay as soon as you want to exceed the individual segment length and as you point out that is required here you will need to get into the ReFomatter tool.

    Until that point, everything else works really well with the PSTL tools.  Only limit is GETTING THE SEGMENT bigger.

    Leslie is correct and it was her posting that got me through the SHRINK.

    if this helps let others know

  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at
    RE: account format change

    I have a web posting that explains in detail how to change the account format (even shrinking it). That post is here:

    dynamicsconfessions.blogspot.com/.../reshuffling-your-account-structure.html

    However, if you want to go beyond the number of characters defined by your framework, you will need to first use the tool Reformatter by Corporate Renaissance Group. This tool will allow you to expand your segment maximum size.

    Kind regards,

    leslie

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: account format change

    Hi Bill, Each segment has a max length of 5. With the new account structure, two of the segments will need to go beyond 5 characters.

  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: account format change

    We talked to CRG and asked about using ReFormater and they say that unless you need to physically change the size of the Account Format they dont recommend the tool.

    It really all depends on the individual line (Segment) size that is defined.  This is the third part of the data that is not shared at the beginning of the post.

    Max 20

    Segments Allowed 7

    How big is each Segment?

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: account format change

    Jay first of all you can not make the segment bigger than the Account Framework number on a per segment - line by line.

    As to making it smaller, we learned that if you import a segment that is smaller than the size available, you can shrink the Reconcile on the Account Segment (Adminstration >> Reconcile >> Account)

    Sorry, I am a bit rushed, right now but if you want to learn more - reach out - contact data below.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: account format change

    Jay, grab this tool if you need to change the account framework - www.crgroup.com/.../Re-Formatter.aspx

  • Suggested answer
    babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... on at
    RE: account format change

    Hi Jay,

    you can increase the segment size but it wont allow you to reduce the size.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: account format change

    Hi Bill,

    Thanks again for the reply. I saw your other posting as well. My current situation is that the current account framework character length per segment is 5 max and I need two of the segments to go to 6 characters and one to reduce to 1. I'm wondering what your suggestion should be in terms of the proper steps.

    Thanks,

  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: account format change

    Babu, you are correct, but you have to be sure to have built that 9 characters into the orginal structure of the account format and that happens at the beginning of the installation.

    Back in the day, that step was not optional, now unfortunately, you can skip that and use the 'default' - watch the next time you do a brand new install - that is a step often skipped.

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