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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Generate Account Sched...
Small and medium business | Business Central, N...
Suggested Answer

Generate Account Schedules

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Posted on by Plugin 5

I've just set up all my account categories and assigned my general ledger account to them. It's great that i can click the generate account schedules button and everything is updated automatically. 

What's not so great is that vital settings such as "opposite sign" are lost.

Additionally - gross profit is correctly calculated as revenue less cost of sales but net profit at the bottom doesn't seem to be taking off the overheads as expected.

How can i get around both of these issues?

Thanks!

NAV 2017 10.0

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  • Suggested answer
    Brian Wick Profile Picture
    Brian Wick on at

    Hello,

    Yes, unfortunately when you click the Generate Account Schedules it will overwrite customizations if that account schedule is selected on the Reporting Fasttab in General Ledger Setup.  If you don't want the customizations overwritten, I would not list the account schedule in this location or make sure to have a backup copy of the account schedule listed in G/L Setup so the customization can be re-added.  Maybe the community has some other tricks for getting around this that they can share.

    docs.microsoft.com/.../bi-how-work-account-schedule

    For the other issue we would need to see more details of the account schedule itself, the calculations, etc.   A support incident may need to be created to provide further assistance.

    Best Regards,

  • Plugin Profile Picture
    Plugin 5 on at

    Thanks for your answer.

    It does seem strange that the default settings that the "generate account schedules" uses cannot be changed. This means the only customisation that can take place is AFTER the generate account schedules button is clicked but will then be subsequently lost the next time the account schedules are generated.Seems quite ill thought out to me.

  • Brian Wick Profile Picture
    Brian Wick on at

    I understand where you are coming from.  There have been others that have voiced that same concern.  I would enter this as a suggestion to the Product Group and ask your colleagues to vote it up.  The Product Group are very open to new suggestions on features for the product.

    aka.ms/BusinessCentralIdeas

    There's also another suggestion out there that is similar to your request that can be voted up although it doesn't touch on customizations, but you could add a comment to it.

    experience.dynamics.com/.../

    Thanks,

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