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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Changing the GL code t...
Microsoft Dynamics GP (Archived)

Changing the GL code to match what site id you pull from

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Posted on by Katie Pieczynski 3,225

Hello

I was wondering if anyone knew of a faster way to automatically change the GL Inventory code to correspond with what SITE ID you pull from.

Basically we have 3 separate Site ID that I invoice out of.  When I change it from our default site id I have to physically go into each line item and change the gl code to match with that site id.  I have added a picture for reference.  Is there a way to have it automatically change?

Thank you,

Katie1031.Capture.JPG

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I have the same question (0)
  • Tami Farrelly Profile Picture
    Tami Farrelly 5,080 on at

    we use Item Class to manage the GL  codes

    for instance we have raw inventory which pulls from one account

    finished good from another

    outsourced

    factory expense

    misc

    etc

    Tami

  • Verified answer
    MattPaulen Profile Picture
    MattPaulen 6,912 on at

    You should be able to have the system do this automatically for you.  In the Inventory Control Setup window, you should have specified a Segment ID for Sites.  Then under the Site Maintenance window for each site you would specify the Accout segment ID.  Then when you enter your transactions it will automatically switch that out for you.

    Here's what the help menu says about it:

    Posting accounts and site segment substitution

    When you define a site, you can enter an account segment for the site. If you do this, the site’s account segment is substituted into the default posting account number.

    If the resulting account number—the one reflecting the substitution of the site account segment—is valid, Microsoft Dynamics GP posts the transaction to the site account. If the resulting account number is not valid, Microsoft Dynamics GP posts the transaction to the default posting account assigned in the Item Account Maintenance window.

    For example, suppose you’ve set up your accounts so the site segment for the Main Store is 1000, and the site segment for the North Store is 2000. If the default posting account is 0000-1300 and the first segment is the site-specific segment, then transactions from the Main Store will post to account 1000-1300, and transactions from the North Store will post to account 2000-1300. If you later added another site—the South Store—but didn’t create a site-specific account for that site, transactions for that site would post to account 0000-1300, the default posting account.

  • Katie Pieczynski Profile Picture
    Katie Pieczynski 3,225 on at

    Maybe I am missing something.  I changed the segment 2 under the site id maintenance, but then it changes the COGS, markdowns, etc to the exact same one.  I really only need it to change the Inventory GL.  Anyway we can do that?

    Thanks,

    Katie

  • MattPaulen Profile Picture
    MattPaulen 6,912 on at

    As far as I'm aware it's an all or nothing.  Do you ever actually use the COGS, markdowns, etc accounts for the other sites?  I'd assume yes but if not, maybe you could inactivate those and that would keep those at the default accounts.

  • Katie Pieczynski Profile Picture
    Katie Pieczynski 3,225 on at

    Yes we use them.  I am assuming that is why we have always done it like this, I was just hoping maybe I missed something.  Thanks for your help.

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