US - California - Irvine-Orange County - D365

Configure Account Structures

  • 1.  Configure Account Structures

    Posted Jul 10, 2018 07:17 PM

    Non-Profit University with question regarding: Configure Account Structures

    Software is D365 for Finance and Operations, going live 8/1/18

    Accounts are Fund-Department-Account  xx-xxxx-xxxx

    I would like to define the P&L structure on a department by department basis instead of a by fund basis. This is the type of structure I would like to create but can't per our implementation team.

    Fund: 11,31        Dept: 8450          Main: 4000..9999

    Fund: 31              Dept: 6790          Main: 5000..5999

    Fund: 33              Dept: 6837          Main:  4000..9999

    D365 is forcing the fund segment to be the same down the entire list of departments.  When I correct one of them all of them change.  I was told that this is due to the order of the segments and in order to do what I outlined above I would need to change the order of my segments.  Is there a workaround to this?

    #Dynamics365
    #AcctStructure
    #Setup
    #Finance

    ​​​​​​​​

    ------------------------------
    Debora Yavas
    Budget Manager
    Marymount California University
    Rancho Palos Verdes CA
    ------------------------------