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Reassign Category to New Group

  • 1.  Reassign Category to New Group

    Posted Feb 13, 2020 10:15 AM
    ​We're doing a bit of a re-think in how we group our project categories and would like to assign existing project categories to the newly created groups.  The category form doesn't seem to allow it, is this something that is possible?

    Thanks

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    Josh Cox
    Canadian Red Cross
    Ottawa
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Reassign Category to New Group

    GOLD CONTRIBUTOR
    Posted Feb 14, 2020 08:30 AM
    Josh,

    Unfortunately this is something that is not possible.  Once you assign a category to a category group and save the record the association is locked.  This is due to the category group controlling some of the postings on the category so even if you switch to another group of the same type the ledger may become out of balance if the category group posting accounts are used.

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    Jonathan Anderson
    Senior Managing Consultant
    BKD, LLP
    Denver CO
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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