Posting Group Setup - Dynamics NAV App - Microsoft Docs

Posting groups map entities like customers, vendors, items, resources, and sales and purchase documents to general ledger accounts. Skiptomaincontent Thisbrowserisnolongersupported. UpgradetoMicrosoftEdgetotakeadvantageofthelatestfeatures,securityupdates,andtechnicalsupport. DownloadMicrosoftEdge Moreinfo Tableofcontents Exitfocusmode ReadinEnglish Save Tableofcontents ReadinEnglish Save Edit Twitter LinkedIn Facebook Email Tableofcontents SettingUpPostingGroups Article 10/13/2021 4minutestoread 3contributors Isthispagehelpful? Yes No Anyadditionalfeedback? FeedbackwillbesenttoMicrosoft:Bypressingthesubmitbutton,yourfeedbackwillbeusedtoimproveMicrosoftproductsandservices.Privacypolicy. Submit Thankyou. Inthisarticle Postinggroupsmapentitieslikecustomers,vendors,items,resources,andsalesandpurchasedocumentstogeneralledgeraccounts.Theysavetimeandhelpavoidmistakeswhenyouposttransactions.Thetransactionvaluesgototheaccountsspecifiedinthepostinggroupforthatparticularentity.Theonlyrequirementisthatyouhaveachartofaccounts.Formoreinformation,seeSetUptheChartofAccounts. Postinggroupsarecoveredunderthreeumbrellas: General-Definewhoyouselltoandbuyfrom,andwhatyousellandwhatyoubuy.Youcanalsocombinegroupstospecifythingsliketheincomestatementaccountstopostto,orusegroupstofilterreports. Specific-Usesalesdocuments,forexample,insteadofpostingdirectlytothegeneralledger.Whenyoucreateentriesinthecustomerledger,correspondingentriesaremadeinthegeneralledger. Tax-Definethetaxpercentagesandcalculationtypesthatapplytowhoyouselltoandbuyfrom,andwhatyousellandwhatyoubuy. Thefollowingtablesdescribethepostinggroupsundereachumbrella. GeneralPostingGroups Description GeneralBusinessPostingGroups Assignthisgrouptocustomersandvendorstospecifywhoyousellto,andwhoyoubuyfrom.SettheseupintheGen.BusinessPostingGroupswindow.Whenyoudo,thinkabouthowmanygroupsyou'llneedtobreakdownsalesandpurchases.Forexample,groupcustomersandvendorsbygeographicalarea,orbythetypeofbusiness. GeneralProductPostingGroups Assignthisgrouptoitemsandresourcestospecifywhatyousell,andwhatyoubuy.SettheseupintheGen.ProductPostingGroupswindow.Whenyoudo,considerthenumberofgroupsyou'llneedtobreakdownsalesbyproduct(itemsandresources)andpurchasesbyitems.Forexample,dividethesegroupsbyrawmaterials,retail,resources,capacity,andsoon. GeneralPostingSetups Combinebusinessandproductpostinggroupsandchoosetheaccountstopostto.Foreachcombinationofbusinessandproductpostinggroups,youcanassignasetofgeneralledgeraccounts.Forexample,thismeansyoucanpostthesaleofthesameitemtodifferentsalesaccountsinthegeneralledgerbecausecustomersareassignedtodifferentbusinesspostinggroups.SettheseupintheGeneralPostingSetupwindow. SpecificPostingGroups Description CustomerPostingGroups Definetheaccountstousewhenyoupostaccountsreceivabletransactions.Ifyouuseinventorywithreceivables,thegeneralbusinesspostinggroupassignedtoyourcustomer,andthegeneralproductpostinggroupassignedtotheinventoryitemdeterminetheaccountsthesalesorderlinespostto.SettheseupintheCustomerPostingGroupswindow. VendorPostingGroups Definewheretoposttransactionsforpayablesaccounts,servicechargeaccounts,andpaymentdiscountaccounts.Thisissimilartocustomerpostinggroups.SettheseupintheVendorPostingGroupswindow. InventoryPostingGroups Definebalancesheetinventoryaccounts.Thesealsoprovideagoodwaytoorganizeyourinventory,soyoucanseparateitemsbytheirpostinggroupwhenyougeneratereports.SettheseupintheInventoryPostingGroupswindow. BankAccountPostingGroups Defineaccountsforbankaccounts.Forexample,thiscansimplifytheprocessesoftracingtransactionsandreconcilingbankaccounts.SettheseupintheBankAccountPostingGroupswindow. FixedAssetsPostingGroups Defineaccountsfordifferenttypesofexpensesandcosts,suchasacquisitioncosts,accumulateddepreciationamounts,acquisitioncostsondisposal,accumulateddepreciationondisposal,gainsondisposal,lossesondisposal,maintenanceexpenses,anddepreciationexpenses.SettheseupintheFAPostingGroupswindow. TaxPostingGroup Description TaxBusinessPostingGroups Determinehowtocalculateandpostsalestaxforcustomersandvendors.SettheseupintheTaxBusinessPostingGroupswindow.Whenyoudo,thinkabouthowmanygroupsyouneed.Forexample,thiscandependonfactorslikelocallegislation,andwhetheryoutradebothdomesticallyandinternationally. TaxProductPostingGroups Indicatethetaxcalculationsneededforthetypesofitemsorresourcesyoubuyorsell. TaxPostingSetup Combinetaxbusinesspostinggroupsandtaxproductpostinggroups.Whenyoufillinageneraljournalline,purchaseline,orsalesline,we'lllookatthecombinationtoidentifytheaccountstouse. Exampleoflinkingpostinggroups Here'sascenario. Thesepostinggroupsarechosenonthecustomercard: Generalbusinesspostinggroup Customerpostinggroup Thesepostinggroupsarechosenontheitemcard: Generalproductpostinggroup Inventorypostinggroup Whenyoucreateasalesdocument,thesalesheaderusesthecustomercardinformation,andthesaleslinesusetheitemcardinformation. Therevenueposting(incomestatement)isdeterminedbythecombinationofthegeneralbusinesspostinggroupandthegeneralproductpostinggroup. Theaccountsreceivableposting(balancesheet)isdeterminedbythecustomerpostinggroup. Theinventoryposting(balancesheet)isdeterminedbytheinventorypostinggroup. Thecostofgoodssoldposting(incomestatement)isdeterminedbythecombinationofgeneralbusinesspostinggroupandgeneralproductpostinggroup. Yoursetupdetermineswhenpostinghappens.Forexample,thetimingisaffectedbywhenyoudoperiodicactivities,suchaspostinginventorycostoradjustingcostitementries. Copyingpostingsetuplines Themoreproductandbusinesspostinggroupsyouhave,themorelinesyouseeintheGeneralPostingSetupwindow.Thiscanmeanalotofdataentrytosetupthegeneralpostingsetupforthecompany.Whiletheremaybemanydifferentcombinationsofbusinessandproductpostinggroups,differentcombinationsmaystillposttothesamegeneralledgeraccounts.Tolimittheamountofmanualentry,copythegeneralledgeraccountsfromanexistinglineintheGeneralPostingSetupwindow. SeeAlso Dynamics365BusinessCentral TheGeneralLedgerandtheChartofAccounts SettingUpFinance WorkingwithDynamicsNAV Inthisarticle