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Great Plains users might understand what I'm referring to by the abbreviation of PSTL.  This is known as the Professional Services Took Kit in Great Plains.  The functionality around the General Ledger accounts is what I'm needing in BC in order to motivate our GP clients to transition to BC.


In summary, the functionality around the GL account is as follows:


A GP GL account can be renumbered and it will ripple through every posted and unposted transaction in all the sub-ledgers as well as in the GL.  It will also update the GL budgets.  Bear in mind that in GP, a GL account could be made up of e.g. 10 segments.  In BC that would be 1 account number and 9 dimensions.


It is not as simple as renaming the BC dimensions.  The dimensions for the target account could exist in BC already. It is the combination of dimensions per account which will change.


The PSTL also has the functionality of merging GL accounts.  Many GP source accounts (all 10 segments) can be merged into a single target account.  An audit trail is produced and the source accounts are then deleted on completion.


Will Microsoft be providing that same functionality in BC?

Thank you


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I would love to be able to merge GL accounts!

Category: Financial Management