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SBU Wise Cost Booking

  • 19 September 2022
  • 4 replies
  • 26 views

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Dear Acumatica Community ,

 

Is there any possibility to make the accounting transaction with different strings, like SBU, Departments etc? If yes, where is this settings 

For Example, When i am booking the invoices i want to see the SBU and Department along with the GL.

 

Best answer by Laura02

Hello,

We can connect accounts to subs simply by using them together in transactions.

 

Employees should be trained on which accounts to use with which subs.

Optionally, Restriction Groups can create relationships (valid combinations of accounts and subaccounts) between Accounts and Subaccounts, to cut down on Posting errors.

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4 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • September 19, 2022

Hi,

Are you using Subaccount feature in the GL?  If not, I recommend turning on the Subaccount feature in GL and setting up subaccounts in Configuration → Segmented Keys to represent the strings, SBU, Department.


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  • Author
  • Freshman I
  • 10 replies
  • September 19, 2022
laura01 wrote:

Hi,

Are you using Subaccount feature in the GL?  If not, I recommend turning on the Subaccount feature in GL and setting up subaccounts in Configuration → Segmented Keys to represent the strings, SBU, Department.

Great!!! (y) , one question how to connect accounts with sub account?


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • Answer
  • September 19, 2022

Hello,

We can connect accounts to subs simply by using them together in transactions.

 

Employees should be trained on which accounts to use with which subs.

Optionally, Restriction Groups can create relationships (valid combinations of accounts and subaccounts) between Accounts and Subaccounts, to cut down on Posting errors.


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  • Author
  • Freshman I
  • 10 replies
  • September 20, 2022

Great,… Thanks @laura01 


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