Posting Groups

Posting groups are set up in Microsoft Dynamics 365 Business Central. In WennSoft Service, you must create identical posting group names and assign these to the customer and vendor records.

• General Business Posting Groups: In Microsoft Dynamics 365 Business Central, assign this group to customers and vendors to specify who you sell to, and who you buy from.

• Customer Posting Groups: In Microsoft Dynamics 365 Business Central (BC), customer posting groups define the accounts to use when posting accounts receivable transactions. If you use inventory with receivables, the accounts that the sales order lines post to are determined by the general business posting group assigned to your customer, and the general product posting group assigned to the inventory item.

• Vendor Posting Groups: In Microsoft Dynamics 365 Business Central (BC), Vendor posting groups define where to post transactions for payables accounts, service charge accounts, and payment discount accounts.

Viewing the Posting Groups Dashboard

The different posting group dashboards display the posting group name and date the group was created.

1. From Settings, select the posting group category (general, customer, or vendor).

2. The dashboard displays the following columns:

   • Posting Group Name

   • Created On

Creating/Editing a Posting Group

1. From Settings, select the posting group category (general, customer, or vendor).

2. On the dashboard, select New to create a new posting group or select an existing posting group and then click Edit.

3. Enter or edit the Name.
   The name must match the posting group name exactly in Microsoft Dynamics 365 Business Central.

4. Select Save.

Assigning Posting Groups to Entities

When creating a customer or vendor record, the posting groups are assigned on the Summary tab. This is a required field.