Do you want to save time adding Main Accounts in Dynamics AX or Dynamics 365 Finance and Operations, or have a need for some consistent setting to be applied across groups of similar Main Accounts? Maybe you just do it so infrequently you’d like that head start in setting one up. How about applying a mass change to a group of Main Accounts? If any of these situations apply to you, try using Main Account Templates.
Where main account templates are located
General Ledger–>Chart of Accounts–>Accounts–>Main Account Templates
Main account template form
Applying the main account template
These templates can be assigned either at account creation, or added after the fact. If creating a Main Account from a template, that account is automatically assigned the template at creation. If adding after the fact, here is where you will find the field on the Main Account setup screen.
Applying a main account template
Dialog to update main account from template
Changing multiple records at once
One handy feature that may be little known is harnessing the template to make mass changes to records. Let’s say, for example, that you want to restrict manual entry to cash accounts. You could go into each cash account and select the appropriate checkbox. A better way would be to make the change on the template, and apply it to any Main Account that has been assigned that template. Here’s how to accomplish this. Make the change in the appropriate template. In this case, we’ll mark the checkbox for this parameter in the Cash template.
Do not allow manual entry checkbox