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Showing posts with label Account Descriptions. Show all posts
Showing posts with label Account Descriptions. Show all posts
24 October 2011
27 November 2006
Weekly Dynamic: Account Description Quirk
In version 9.0, Dynamics GP added the ability to auto populate the account description based on the account segments. When you enter a segment it can't find, GP asks if you want to create that segment. If you click yes, you go to segment creation. If you click no, you get to add the description manually. There is also a box marked, Do Not Display This Message Again.
If you check this box there's not an easy way to get it back if you change your mind. The change is made for the logged in user for all companies that user has access to.
The solution is a SQL Script. Execute this script in query analyzer for each company that a user has access to. Substitute the appropriate user id for myUserID.
delete from SY01401
where USERID = 'myUserID'
and coDefaultType = 13
This will bring back the box and put you back in charge of account descriptions.
If you check this box there's not an easy way to get it back if you change your mind. The change is made for the logged in user for all companies that user has access to.
The solution is a SQL Script. Execute this script in query analyzer for each company that a user has access to. Substitute the appropriate user id for myUserID.
delete from SY01401
where USERID = 'myUserID'
and coDefaultType = 13
This will bring back the box and put you back in charge of account descriptions.
06 July 2006
Weekly Dynamic:Auto Populate Account Descriptions
Dynamics GP v9.0 has a new feature to allow you to automatically populate the account description based on the segments. This is a great feature to give you a consistent chart of accounts.
In a nutshell, once you've setup your account segments and their meanings in Tools-Setup-Financial-Segment you're ready to go. There is supposed to be a way to add these on the fly as well but I haven't found it yet.
After this, when you create a new account in Cards-Financial-Account, the description will populated based on the segments. So if your account is 0000-1100-01 and the segment meanings are Cash-Bob's Bank-Operating, that's what will apear in the description. It takes alot of the guess work out of abbreviations.
For those of you with messy charts descriptions like me, Mass Modify (Cards-Financial-Mass Modify) will let you clean up your Segments now as well.
In a nutshell, once you've setup your account segments and their meanings in Tools-Setup-Financial-Segment you're ready to go. There is supposed to be a way to add these on the fly as well but I haven't found it yet.
After this, when you create a new account in Cards-Financial-Account, the description will populated based on the segments. So if your account is 0000-1100-01 and the segment meanings are Cash-Bob's Bank-Operating, that's what will apear in the description. It takes alot of the guess work out of abbreviations.
For those of you with messy charts descriptions like me, Mass Modify (Cards-Financial-Mass Modify) will let you clean up your Segments now as well.
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