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Sales account driven by customer

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Posted on by kjjson

I am hoping this is simple and I am just missing something, but we have the need to track sales revenue account according to customer rather than by product. I believe the easiest thing here is going to be to have the various Gen Business Posting Group (i.e. SalesType1, SalesType2, SalesType3) setup and assigned to the customer, and then in the setup for each of those Gen. Bus. Posting Group, have the associated Gen.Prod Posting Group selected and the appropriate sales account identified there. Is there a way to adjust the Gen. Bus. Posting Group on a particular invoice, or is that only defaulted from the customer and cannot be changed except at the customer level?

Thanks,

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Dynamics 365 2 on at

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RE: Sales account driven by customer

Hey Kjjson,

Then I think it's not available on Page, it's available on Table.

Please check from shortcut key i.e. CTRL + Alt+ F1. and ask developer to keep the Field on page.

Please VERIFY my answer if you find relevant so it will helpful for other community Members also.

Thanks
kjjson on at

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RE: Sales account driven by customer

Thank you, that is what I expected, but I cannot find the Gen. Bus. Posting Group. I looked in Personalize, but I don't see it anywhere. I checked under personalize as well.
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Dynamics 365 2 on at

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RE: Sales account driven by customer

Hello Kjjson,

you are right, to meet the requirement you have to create different type of Gen. Bus Posting Group (i.e. SalesType1, SalesType2, SalesType3) and tagged the Account in Gen Posting Setup with a combination of Gen Prod Posting Group and Gen Bus. Posting Group.

While creating the Invoice/Order Document, By default system will pick Gen. Bus. Posting Group from Customer Master but you can change it at particular Invoice/Order Document Level.

Once you update the Value, system will ask you to also update at Sales Line Level , If you click Yes it will update if no it will throw an error because we don't keep 2 different value at same document.

Might be you will not get "Gen. Bus. Posting Group" field at page level, so for that Please get from Personalize.

Please VERIFY mu answer if you find relevant so it will helpful for other community Members also.

Thanks
kjjson on at

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RE: Sales account driven by customer

That helps confirm it, but still looking at: Is there a way to adjust the Gen. Bus. Posting Group on a particular invoice, or is that only defaulted from the customer and cannot be changed except at the customer level?
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Jarrod Case on at

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RE: Sales account driven by customer

[quote user="kjjson"]
I am hoping this is simple and I am just missing something, but we have the need to track sales revenue account according to customer rather than by product. I believe the easiest thing here is going to be to have the various Gen Business Posting Group (i.e. SalesType1, SalesType2, SalesType3) setup and assigned to the customer, and then in the setup for each of those Gen. Bus. Posting Group, have the associated Gen.Prod Posting Group selected and the appropriate sales account identified there. Is there a way to adjust the Gen. Bus. Posting Group on a particular invoice, or is that only defaulted from the customer and cannot be changed except at the customer level?

Thanks,
[/quote]
Correct you can achieve this with the posting group setup in the combination of customer and product posting groups to unique GL accounts.

Does this help? Please confirm.

Thanks JC