325
Hi,
Does anyone know if there is any third party tools that would allow sales account to default for different types of transactions? There are segments in the COA that represents the type of trx i.e. foreign, local, project etc. They would like the accounts to default based on the type of transaction they are doing.
Is there any third party tool that may do this?
Regards
Tricia
*This post is locked for comments
Hi Tricia,
Advanced SOP GL Defaulter does exactly what you need:
www.dynamicsplus.net/AdvancedSOPGLDefaulter
You can select the source for each segment and save settings by Doc ID.
It can be downloaded from the link above and tried out on any company DB with no obligation. Click on Download to generate a trial key and download the software.
Thanks,
Darren
@Moh'd - Is it going to assing GL by itself or user has to change manually.
@Tricia- Recently I created utility for Sales transaction to post/ create GL Account base on SITE. Each Site has different Sales, COGS and Invenotry account. User requirement is to assign GL account by itself. - Solution is create transaction with default General Entry-post it and recreate another reversal entry for Original Transactions with correct GL account by site. You may use same logic for your transaction types.
Let me know if you need any help on this.
Thanks
Sandip
Dear Tricia
I would consider a work-around solution for your inquiry which might be sufficient. I do recommend the "Site Segment"
when selling from a certain Location, site segment entered in Site Setup overrides the original site segment of the posting accounts assigned to each items.
Therefore, you can manage to enter the segment number on "Virtual Sites" according to your need (Foreign, Local, Project ... etc)
We did this in my previous job and Tectura created a tool which was all Stored Procedures. The SP looks at the customer class(but can depend based on the setup) then updates the segment (can also be setup).
I haven't seen any 3rd-party that do this.
One of the most commonly used 3rd party solutions for this is from eOne solutions:
http://www.eonesolutions.com.au/Content.aspx?page=Flexicoder
If that didn't do the trick, this certainly could be done via customization to Great Plains. We have done something similar 3 or 4 times now.
Good luck.
Ron
Ron DraganowskiFind me on LinkedIn: http://www.linkedin.com/in/rondraganowski
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (