Where to capture General Ledger codes (GL Codes) per Purchase Order in ERPNEXT? (Item Groups? "Accounts" ?)

1

Here’s an example of how GL Codes are used in businesses…

https://www.bu.edu/sph/files/2018/01/BPHB-GL-Codes.pdf

They may be financial codes like…

  • L510015 - Travel
  • L810020 - Computer Hardware
  • L912384 - Employee Reimbursements

At first, I thought of using ITEM GROUPS, but our company assigns GL CODES 1 per PURCHASE ORDER so this doesn’t work exactly.

I’m just wondering if ERPNEXT already has some ability to manage GL Codes?

Or must I learn how to create a new type of field similar to “Item Group”, then require that as an option during various doctype and form transactions?

2

In ERPNEXT… maybe “GL Codes” = “Chart of Accounts” or Accounts ??

I’m looking at all of the fields of the “GL Entry” and it seems that would make most sense?

3

Yup.

While ERPNext Chart of Accounts by default is based on names, you can also tag an Account Number which would be the GL code.