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Does latest version have multiple GL CoA support?


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In the latest version of Acumatica does it allow for me to have multiple companies in the same tenant, each with separate GL Chart Of Accounts?

For example, if I have one tenant but two companies, can each of them have their own separate GL and Chart of Accounts.  Or do they have to share the GL Chart of Accounts?

Thank you,

Netadmin

Best answer by iqraharrison

@NetAdmin42 this may be a good place to start: 

http://localhost/AcumaticaERP1/(W(42))/Help?CompanyID=Company&ScreenId=ShowWiki&pageid=7f4d2128-5ca0-4f40-84e1-11b0d51603de

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6 replies

  • Jr Varsity II
  • 9 replies
  • August 29, 2024

They share the same chart of Accounts. I have used Restriction Groups to limit account visible to specific companies. 

Laura


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  • Author
  • Semi-Pro II
  • 62 replies
  • August 29, 2024

@LauraWyckoff would you provide a bit of detail as to how you setup your restriction groups to limit account visibility to specific companies in the same tenant?

Thank you,

 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2527 replies
  • September 11, 2024

Hi @NetAdmin42 were you able to find a solution? Thank you!


iqraharrison
Captain II
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  • Captain II
  • 511 replies
  • Answer
  • September 12, 2024

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  • Author
  • Semi-Pro II
  • 62 replies
  • September 12, 2024

@iqraharrison Thank you!


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  • Freshman II
  • 12 replies
  • November 19, 2024

Hi Laura,

 

Thank you for your thorough response. You posed some questions and here are my answers:

 

-Could Customer Type and Customer Vertical be combined to one segment, with Customer Type being only one digit of the segment?

Yes, I think this could work.

- Could Customer Type and Customer Vertical be used as Customer Classes instead of being a subaccount segment?

I’m 2x checking with my controller on the real need to slice and dice financial statements by customer type and customer vertical. Historically, we’ve done this analysis on our AR reporting.

 

- Could you please give some examples of ‘Line of Business’ and ‘Business Unit’ so we may understand the difference? 

Line of business is a set of products which are distinct (e.g. think lawn mowers and trimmers). But we manufacture, service and field support our end products with many parts being used and sold to multiple lines of business. With our present set-ups, the inventory item classes don’t help us in this effort always. We could add more items to our item master which could correspond with the end product line (e.g. have multiple parts for each product line it is used in).

 

Business unit is anything we have historically deemed as a business unit. it is a turducken composed of well-defined customer verticals mixed in with replacement parts, time and material (installations) and customer agreements 😊. We want to measure this because our main people have historically looked at the business this way.


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