Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Weixin Wu]

Hi everyone,

Is it possible to combine two accounts in COA?

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Weixin Wu
TMI
Brooklyn NY
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[Andrew Good]

?Please provide more detail about what you are trying to accomplish. For example, you have to G/L accounts today with activity posted into each and in the future you want all activities posted into one G/L account instead.

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Andrew Good
President
Liberty Grove Software
Oakbrook Terrace IL
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[Weixin Wu]

Hi Andrew,

We would like to accomplish exactly like you said. We had data on two different accounts and would like to combine the g/l detail as one account.

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Weixin Wu
TMI
Brooklyn NY
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[Michael Carr]

Weixin,

Andrew’s post seems to be asking is : 1.  do you want to just use one account for Future posting. or

I read your request as 2. combining past postings from  two accounts and posting them to one account , effectively  changing history, as well as future postings?

1. should be easy.

2. would be somewhat more difficult and tricky.

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Michael Carr
VP , Finance
Philadelphia Scientific LLC
Montgomeryville PA
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[Weixin Wu]

Michael,

We are currently doing the No.1 you mentioned by transferring out the balance and block the old account. It would be great if we can combine the detail history into one account.

 Ian,

I agreed that combining two accounts is not a good idea. You are right that it would be much clearer to have two separate accounts. We would like to combine unnecessary expense account, such as promotion supplies and promotion equipment, we would like to create a new account called promotion others. The reason is that these accounts do not have much expense and it can be confusing to have too many accounts.

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Weixin Wu
TMI
Brooklyn NY
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[Ian Ray]

Forgive me if this complicates things, but I would like to ask what type of accounts and why?

Although there are methods through both programming and manual (general journal) entry to combine two accounts, this is not always necessary or even a good idea depending on which accounts they are.

For example, a common request is to combine a “WIP” and “NAV WIP” account. In that case, I would recommend creating a financial report that sums them rather than to combine them in NAV. The reason being is the NAV WIP should be the account reflecting the state of production after inventory is consumed but before the production is output. Although a true representation of “WIP” value should combine the values of WIP and NAV WIP, it is good to leave NAV WIP as its own account in order to see what is happening there in isolation. In my opinion, it is confusing to have intermediate-step production orders posting consumption to debit NAV WIP, credit WIP along with output to debit WIP, credit NAV WIP all strung together in the same account.

Other examples are the various “Interim” accounts that may be used in the General Posting Setup. There is sometimes a desire to combine these into one account as well, but this can create the same, bizarre debit-credit-debit-credit string of ledger entries in one account. This can be explicitly wrong in some cases such as Interim COGS where the Interim account should be a balance sheet account as there could be no revenue to record yet depending on how your invoicing process goes.

If none of that sounds what you are trying to do, again sorry to complicate things.

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Ian Ray
Cypress Grove
Arcata CA
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