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Account Description Change made to the Segment Description within Tools\Setup\Financial\Segment => however, it is not showing on the card.
Does anyone happen to know why?
Changing a segment description doesn't impact the existing GL Accounts. (Naming segments are useful for new account editions and lookups by segment and/or with financial reporting.)
I believe you can use Cards > Financial > Mass Modify to update the account descriptions based on segments. (Note: I haven't used it this way - as I don't have many clients who are building their Account Descriptions based on segments - and I believe there has been some functionality change over the year. As it is a mass modify tool, and the window can be confusing, I recommend trying it in a test company first and carefully documenting the changes and having a current backup before attempting it on a production database.)
Hi Lisa -
Thank you for responding. I did update ~300 Account Descriptions as our Budgeting tool pulls from that segment field and we had field length restrictions. At least the change, did impact our tool correctly.
I tried the Mass Modify function. It is confusing....I have not been successful using this approach. It seems GP is not dynamic and when a
change occurs it doesn't find/replace throughout system auto. It seems like a sql action in the tables will make this work....I was hoping not....this is why I am asking for community help.
Hello,
Using Mass Modify would make sense to me. I know you said that you tried that and had some confusion on how to properly use it for your scenario. Please see the following article for documentation on this feature.
community.dynamics.com/.../microsoft-dynamics-gp-october-2021---update-account-descriptions-using-mass-modify
I hope this helps!
Isaac Olson
Microsoft Support
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