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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Account Format / Order
Microsoft Dynamics GP (Archived)

Account Format / Order

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Posted on by Community Member

Hi, silly question. I've recently created a new company in GP, we're using GP 2013 r2. I set up the company using the standard accounts in GP Utilities for a non-profit organisation.

What's odd is that for our other companies, the order that our accounts are presented in all reports, windows etc is Segment 2, Segment 1, Segment 3. However, I cannot find this option in the new company to change the order.

 

Has anyone had experience of this? Thanks

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  • Richard Wheeler Profile Picture
    Richard Wheeler 75,852 Moderator on at

    Tools->Setup->Company->Account Format will show you the order of the accounts and you can choose which account is the main segment. However, since you have already generated the GL accounts you may need to use the PSTL to arrange them to be exactly the way you want.

  • Community Member Profile Picture
    Community Member on at

    Could you describe how to do this in PSTL? Many thanks.

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at

    Hi Daniel,

    on GP 2013 i think  its installed with it can you see the following screen.

  • L Vail Profile Picture
    L Vail 65,271 on at

    If you have never used the PSTL tool before, take a look at the ProfServicesToolsLibrary.pdf in the Documentation folder of your GP implementation. Look up the Account Modifier/Combiner tool. It's only 4 pages and will get you going right away. If the PSTL tool isn't installed, talk to your administrator about adding it to your installation. It's a product that you need to specifically check off to install, it doesn't install automatically.

    Kind regards,

    leslie

  • Justin Thorp Profile Picture
    Justin Thorp 2,265 on at

    Hi Daniel,

    Can you attach a screenshot or 2 of the issue you are having?

    Thanks,

    Justin

  • soma Profile Picture
    soma 24,410 on at

    Please have a look on the below link.

    www.olympic.co.nz/using-account-modifier-to-change-gl-account-codes

    Hope this helps!!!

  • L Vail Profile Picture
    L Vail 65,271 on at

    Hi Daniel,

    In conventional GP accounts are always presented Segment 1 - Segment 2 - Segment 3. You may not have your accounts entered in a way where the actual numbers fall into the right order. I think we've recently had a thread on this topic.

    If your accounts are showing up as xxx-xxxx-xx and you want them to be xxxx-xxx-xx, you will need to use the PSTL tool to 'rearrange them'.

    If you'll give us what your current configuration is, and what your desired configuration is, we can give you more specific guidance.

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member on at

    Thanks all and apologies for the delay in getting back, it's been very hectic. Looking at PSTL I only see the option to rearrange one account at a time which would be very time consuming rather than the option to quickly change the segment order or am I missing something? Kind regards.

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at

    Hi Daniel,

    PSTL will allow you to covert list of GL to new GL in one go.  Can you please explain what you are trying to do so that it will help to answer your question.

  • Community Member Profile Picture
    Community Member on at

    Hi, current all the GL codes are in the default format XXX-XXXX-XX where the 2nd segment is the account nominal code and we use the 1st segment as our department reference.

    I would like the order changed so that account format is presented as XXXX-XXX-XX in GP, i.e. the main account is the first displayed segment.

    I know this is possible as another of our GP companies is configured like this but I can't see how to configure the new company like this.

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