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Product GL Account

In order to associate a product with a specific GL you will need to create a record called the Product GL Account. Products can have one or more of these records associated, but there are some important guidelines to avoid errors. If the product GL Accounts are not set up correctly you may have customers who cannot pay for items or do not get charged for sales tax correctly if applicable.

Products should have 0 or 1 Revenue/WIP Product GL Accounts.

If you have more than one you may not be able to process payment correctly. The system may not see a difference between active or inactive records, so if you do change the GL account delete the old one once you have created the new one.

Products should have 0 or 1 Receivables Product GL Accounts.

If you have more than one you may not be able to process payment correctly. The system may not see a difference between active or inactive records, so if you do change the GL account delete the old one once you have created the new one.

Product GL Accounts need to have a Type.

Product GL Accounts need to have a Type.

This is usually automatically set when you select the GL Account, but if it changes on the GL account, make sure it changes here if you see problems.

Product GL Accounts need to have a General Ledger Account.

The Type on the Product GL Account needs to match the Account Type on the General Ledger Account.

The Type on the Product GL Account needs to match the Account Type on the General Ledger Account.

*Note how the type on the GL record matches the product GL captured above.

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