Mapping Order and Inventory Management GL Accounts to Accounting General Ledger Accounts

When an inventory transaction financial record is created in Order and Inventory Management, it is automatically assigned a GL account. This is a picklist field that determines the general ledger account category of the financial record. You must map the GL account categories to the relevant general ledger accounts in Accounting. You can do this by creating records of the GL Account object. This is required for the connector to create a journal line item from the financial record.

Note:

In some cases, the General Ledger Account field on an inventory transaction financial record is populated from records related to the inventory transaction. For more information, see Inventory Transaction Financial Records.

To map Order and Inventory Management GL accounts to Accounting general ledger accounts:

1. Navigate to the GL Accounts tab.
2. Click New.
3. Select the GL account category that you want to map.
4. [Optional] Enter a description for the mapping.
5. Select the Accounting general ledger account.
6. If required, enter any value in the Financial GL Account field. This field is not used by the connector.
7. Click Save.
8. Repeat the steps to create all the required mappings.