secondary budgeting categories

  • secondary budgeting categories

    Posted by burgen-havens on March 15, 2017 at 1:22 pm
    • Burgen Havens


      March 15, 2017 at 1:22 PM

      I understand the account categories (and how they are used to appear on the Financials), ect…. However, I was wondering if there was a way to assign a secondary category to an account.
      For instance: I have an account that is under the Category “Materials & Supplies” but I’d like to add a second searchable category called ‘apparatus’ for budgeting purposes. When I run a P&L for example I get a list of all my accounts for Materials & supplies, but I want to be able to run a list for all the Material & Supply account that pertain to a secondary category called “Apparatus” in a Jet express report. Is this possible? I am working on Dynamics 2016. Would the User Defined field be where I could put this and possibly search it in MR or Jet Express?

      Burgen Havens
      Rancho Santa Fe Fire Protection District
      Rancho Santa Fe CA

    • Michael Taranto, CPA


      March 16, 2017 at 2:34 PM

      The user defined fields can be used to further describe an account.  You can use it for lookups using the custom sort option or you can set it up using advanced lookups in the administration menu’s.

      You can also use this in custom report writers. The user defined fields are also in the GL00100 table.

      Hope this helps.

      Michael Taranto, CPA
      ERP Consulting LLC
      Pataskala OH

    burgen-havens replied 7 years, 3 months ago 1 Member · 0 Replies
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