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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / GP Account Structure -...
Microsoft Dynamics GP (Archived)

GP Account Structure - Client Dimension

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Posted on by jmcollis 80

I just joined a company using GP and the account structure is very simple with three segments:  Main, Dept, Location.  The Main segment holds about 50 unique expense accounts in the 6000-7999 range, and most of them have multiple Department segments so the account listing is very redundant and longer than it needs to be in its full structure.  I need to bring more visibility into our profitability by Client, and we have about 100 clients.  My first hope was that I could just add a dimension (Client code) without having to use a segment.  Is there a way I can tag expenses (such as Travel) to a Client without creating an account structure that would add 5,000 (50 Main accounts * 100 clients) accounts to my structure.  We also add clients frequently and I would much rather have one new client code to add rather than create 50 new accounts with unique client segments.  

It seems like such an obvious solution...can anyone help me?  Thanks

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  • Suggested answer
    Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: GP Account Structure - Client Dimension

    I disagree wholeheartedly with the previous answers. This is what the Receivables Management module is for: to track your clients and their activity. If you want to analyze profitability by client, there are already some built-in SQL Server Reporting Services Reports for this, or you can use Management Reporter to accomplish this as the GL tables do store the customer number on each transaction posted from Receivables, which can further be added to an MR report.

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: GP Account Structure - Client Dimension

    Howdy,

    I agree with Mahmoud that Analytical Accounting (AA) is your best bet. The other option available is a module called Multi-dimensional Analysis (MDA). It's a scaled down version of Analytical Accounting. It's easier to use and easier to set up. There is no migration between the two, so if you started on MDA and later wanted to go to AA, you would need to redeploy.

    Kind regards,

    Leslie

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: GP Account Structure - Client Dimension

    My answer would simply be, Analytical Accounting. Check the reference below by MVP Mohammad Daoud to understand the benefit of AA in comparison with Account Segmentation.

     Analytical Accounting - Tree Node vs. Dimension

    Hope this helps, 

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