GL Segment Substitution Utility for Microsoft Dynamics GP
The GL Segment Substitution Utility allows greater flexibility with general ledger defaults in Sales Order Processing (SOP) in Microsoft Dynamics GP (Great Plains).
In SOP, your general ledger distributions default from either the customer accounts or from the item accounts. In some cases, you may need to default account segments from both.
For example, you may want your Sales account to default from the item, but a segment to default from the Sales account on the Customer card. With Sherwood Systems GL Segment Substitution utility, this is possible.
Setup
- Set the options for the additional defaults on the GL Segment Substitution Setup screen within Great Plains.
- Specify whether the additional segment defaults come from the customer or the item - in addition to your normal SOP setup for posting accounts.
- Specify which SOP documents these defaults apply to, as well as which segments of your GL account to substitute.
- And finally, specify which GL accounts are affected by the substitution.
Adding SOP Line Items
- As lines are entered on SOP documents, the GL accounts are defaulted according to the rules defined on the setup screen.
If your organization faces the issues of increasing demands for better financial reporting, faster access to information, and ease-of-use in your financial systems, click here to contact Sherwood Systems via email or call 602-943-9696. You can also download additional information from the Related Links above to learn how other organizations like yours have used technology to address the trends of growing businesses.
