Monday, 3 August 2015

Grouping Vendors into a single account in AX

In this post, i am going to describe how Vendors can be associated to the single account entry.

First create a Vendor group from the path
Go to Accounts payable > Setup > Vendors > Vendor groups
I created the Vendor group "OTH" and filled out required fields













Go to General ledger > Setup > General ledger parameters
Uncheck Use posting definitions checkbox otherwise it will supersede the vendor posting profile account and our main objective is to use one vendor account for vendors associated with same vendor group. If this posting definitions checkbox is checked then accounts that are setup on posting definitions will be picked up which is not our requirement.













Go to Accounts payable > Setup > Vendor posting profiles
Create posting profile
Click Add button in Setup fast tab














Account code column values:
Table = You can select any specific or individual vendor and then allocate account to that particular individual vendor
Group = You can select vendor group and then allocate account to that particular vendor group
All = The account is allocated to all vendors irrespective of any group or any individual vendor
In this requirement, we will set Account code as Group then allocate the summary account that will be used for vendors transactions belonging to the same vendor group.
I used 11010 which is a receivable account.





Now, you just need to assign vendor group to the specific vendor. You can do that by opening vendors list page and then edit the specific vendor on which you want to assign the vendor group.
Go to Accounts payable > Common > Vendors > All vendors
Select the Vendor on which you need to assign Vendor group.
You can assign same vendor group to multiple vendors.














Click Maintain > Edit button on action pane or double click the selected vendor













In this way, you can use the same payable account for multiple vendors that are associated with same vendor group.
Hope, this blog will help the readers to understand the scenario.
Please send me the email on my email addresses uzi_sag@hotmail.com and uzairshah50@yahoo.com for any issues or concerns. I will try my best to answer your queries.
Happy Daxing!

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