Copying General Posting Setup Lines

In many cases the account numbers in the General Posting Setup window will be the same (or approximately the same) on several lines. The program has a built-in copy function that makes it possible to quickly fill in fields on a line with the account numbers from an already completed line.

Before you can copy, you must fill in the Gen. Bus. Posting Group and Gen. Prod. Posting Group fields on the line you want to copy to. You must also set up general business groups and general product groups and set up combinations of these groups.

To Copy General Posting Setup Lines:

  1. Open the General Posting Setup window.

  2. Select the line that you want to copy to.

  3. Click Copy.

  4. In the Gen. Bus. Posting Group field, click the AssistButton , and then select the group that appears on the line with the account numbers you want to copy. Click OK to copy it to the field.

  5. In the Gen. Prod. Posting Group field, click the AssistButton , and then select the group that appears on the line with the account numbers you want to copy. Click OK to copy it to the field.

  6. Click either the All Fields field or click one or more specific fields to select the account numbers you want to copy. Then click OK.

Related Topics

Setting Up Combinations of General Business and General Product Groups