Default Distributions in Microsoft Dynamics GP Payables?

Use default Microsoft Dynamics GP GL accounts with Vendors to make entering distributions easier in Payables. If you are not currently doing this, you are wasting time. 


Use default Microsoft Dynamics GP GL accounts with Vendors to make entering distributions easier in Payables. If you are not currently doing this, you are wasting time.

How does it work? Any vendor that gets coded to the same GL account number most of the time can store that GL number in the vendor card. Then when you enter a transaction in for that vendor, it’ll enter that GL number in the distribution on the PURCH line automatically!

How can I set it up? Simple pull up a vendor in the vendor maintenance window (Cards-Purchasing-Vendor,) and click on the Accounts button in the bottom right-hand corner. This is the window where you can setup the default account numbers for this vendor. On the Purchases line, enter the account number you want to use as the default, save and close! That’s it! Now when you enter an invoice in Payables Transaction Entry the default account number will automatically populate the Purchases line.

What if this vendor does not have a default account, is there anything I can do to make it easier still?
 Of course, you can! In the Vendor Account Maintenance window click on the ellipses button on the Purchases line to open the Additional Vendor Accounts window. The ellipses button is the little button on the right with 3 dots in it. Enter all the accounts this vendor can use, save and close. Now when you are entering distributions for a Payables Invoice, the account lookup window will only show these accounts first, making it MUCH easier to find the right account. You still can look up and/or use any active account number in the GL, but finding the correct account among 10 accounts is easier than finding the correct account among 500+ accounts!

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.)

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