Automatically Set the Correct Distribution Accounts when Creating Inventory Transfer

I got a good question from one of my friends, they have allot of daily transfers between their inventories and they used to set the line item distribution for the transfer transaction manually, which is not practical.

To automate this I used one of Frank tips and followed steps below:

First of all, you will need to validate your inventory setup, and check the Segment ID for sites, in this Example, the segment ID for sites is Segment 1:


Now I have the following accounts setup in my COA (Chart of Accounts):

1. Account 000-1300-00 is the main inventory account.

2. Account 001-1300-00 represents “Warehouse” site account.

3. Account 002-1300-00 represents “North Regional” site account.


In item card, I set the inventory account for “100XLG” Item to the main inventory account “000-1300-00”:


Now you need to adjust the Account for Segment in the Site Card to the corresponding account number as shown below, in our example, the corresponding GL account for Warehouse site is “001-1300-00”, so segment 1 of this account is “001”:


And the same for the other site:


Go ahead and proceed with Inventory Transfer Entry and enjoy having the distribution filled automatically:



Mohammad R. Daoud
Software Development Manager
+962 – 79 – 999 65 85
Great Package For Business Solutions


About Mohammad R. Daoud
Mohammad R. Daoud has been working as a Microsoft Dynamics GP consultant since 2004. His career path started with version 7.5; he studied every single tip of the application technicalities and did allot of successful implementations that includes functional consultations, analysis, and custom development projects. He holds a graduate degree in Computer Science and currently he is pursuing MBA degree in Accounting. In January 2007 he was nominated to the Microsoft Most Valuable Professional (MVP) certificate and was certified in April 2008 due to his online contributions in the Dynamics Community (Dynamics GP Newsgroups, Forums, User Groups and his blog: Worth to mention that he was also listed as one of the Microsoft Dynamics Top 100 Most Influential People in 2009 by DynamicsWorld. And more... • Demonstrated Passion for MS Products through participating in beta testing for some product versions, an effective member of Microsoft Connect. • Talented in securing strong high quality relationships with premier customers, partners and sales teams passionately and profitably. • Dedicated to meeting the expectations and requirements of internal and/or external customers • Problem Solver – Uses systematic approach to uncover true problem(s) and practical solution and can marshal resources to solve problem! • Proven record of effective account management, including Account Planning, Opportunity Management, and Business Management Excellence and working as part of a larger virtual team • Successful in delivering high quality technical engagements in the enterprise Dynamics GP implementations area according to customer requirements. • Dedicated, Committed, Self Motivated, Creative and highly focused with excellent communication, Negotiation, presentation, Active Listening and Objection Handling skills. • Experienced in Profitable researches and studies including white papers and technical presentations.

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