Addition Line Item Fields in AP Invoice Entry

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I need to include additional detail at the line item level when entering invoices in Purchasing. I don't want to sacrifice any of the characters in the line item description, so I am wondering if there is a field/fields that are currently hidden that can be added to the display when entering invoices? For example, if I am working on three projects and I receive an invoice that has $100 for Project 1 and $200 for Project 2, is there a field that I can display that I would just enter a "1" on the first line and a "2" on the second line (they both go to the same GL account, and our organization only uses one department). This is for Dynamics GP 2010. Ideally, I get to where I can run a report on this field that shows how much was spent on each project for a given period. Thanks for any help you can provide!

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Tami Farrelly 5,080 on at

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you can used the Comment ID on the line detail

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Tami Farrelly 5,080 on at

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you can use the Line detail comment id field...with either predefined comments ..or as needed

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L Vail 65,271 on at

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Have you looked at the multidimensional analysis (MDA) module? It gives you the ability to create a 'sub ledger' for the GL accounts you choose. For example, in your situation above, let's say that it was equipment rental expense that you want to allocate between the three jobs. Once MDA is set up, you would simply click the 'A' button on the distribution line and tell the system which 'job bucket' you wanted the expense to drop into. You can then report off of the buckets to summarize costs/expenses per job. Does that sound like something that might work?

Kind regards,

Leslie

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Thank you Tami. Can you suggest how I could add the Comment ID field to my display? The fields I currently see are Account, Type, Debt/Credit, and Description. I am guessing there is a place to choose what line item fields display at invoice entry.

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Thank you Leslie! I may end up having to go that route, but I am trying to avoid additional configuration if I can help it (and right now I don't think we use the MDA module).

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Tami Farrelly 5,080 on at

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I am unsure what display you are talking about....I was talking about the PO Line Detail...you can edit the GL account, and add comments to the line or the whole PO.

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We are a smaller, service organization (all spend is SG&A), so we have never set up or used purchase orders. I am vouching invoices in the purchasing module and they get coded directly to the GL (as opposed to being coded to a PO), and I am looking for additional fields I can bring into the "Payables Transaction Entry Distribution" display (Purchasing>Batches>Payables Batch Entry>Payables Transaction Entry>Payables Transaction Entry Distribution).

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Tami Farrelly 5,080 on at

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I dont see line items in that window

sorry cant help.

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