--- id: object/codeunit/570 type: object title: Codeunit 570 "G/L Account Category Mgt." summary: Codeunit 570 "G/L Account Category Mgt." in Base Application (Microsoft.Finance.GeneralLedger.Account). 57 public procedures, 7 events, 1 event subscribers. Present since at least BC23, still in BC30, changed in BC28. tier: official language: en tags: - codeunit - base application versions: introduced: null last_changed: "28" deprecated: null review: state: derived by: null at: null flags: [] generated: at: "2026-10-11T00:31:51.816Z" pipeline: 0.2.0 prompts: {} input_hash: 4391a2d55118196b8dae211c4aa9884d7176fa561215d3c22e05d28b4f13e3af evidence: - kind: code url: https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Finance/GeneralLedger/Account/GLAccountCategoryMgt.Codeunit.al title: src/Layers/W1/BaseApp/Finance/GeneralLedger/Account/GLAccountCategoryMgt.Codeunit.al (releases/29.x) date: null commit: ea08af5ef2d6a9b5c5af4a029288abbe2c883220 t: null quote: null links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] object_type: codeunit object_id: 570 name: G/L Account Category Mgt. namespace: Microsoft.Finance.GeneralLedger.Account app: Base Application extends: null first_version: "23" last_version: "30" present_in: - "23" - "24" - "25" - "26" - "27" - "28" - "29" - "30" changed_in: - "28" source_major: "29" obsolete: null countries: [] ms_search_form_ids: [] counts: fields: 0 procedures: 76 events: 7 subscribers: 1 relations: out: 0 referenced_by: 0 pages: 0 extended_by: 0 event_subscribers: 0 calls: 2 called_by: 17 implements: 0 --- # Codeunit 570 "G/L Account Category Mgt." > Codeunit 570 "G/L Account Category Mgt." in Base Application (Microsoft.Finance.GeneralLedger.Account). 57 public procedures, 7 events, 1 event subscribers. Present since at least BC23, still in BC30, changed in BC28. Base Application · Microsoft.Finance.GeneralLedger.Account · BC23-30 · [source at ea08af5e](https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Finance/GeneralLedger/Account/GLAccountCategoryMgt.Codeunit.al) · facts from BC29 ## Events published - `OnAfterInitializeCompany()` (integration): Integration event raised after company initialization is complete. Allows subscribers to perform custom setup or validation after standard account categories are created. - `OnBeforeInitializeCompany()` (integration): Integration event raised before company initialization begins. Allows subscribers to perform custom setup or preparation before standard account categories are created. - `OnBeforeOnRunAccountScheduleReport(AccSchedName: Code[10]; var IsHandled: Boolean)` (integration): Integration event raised before running an account schedule report. Allows subscribers to customize or override the standard account schedule execution. - `OnBeforeInitializeAccountCategories(var IsHandled: Boolean)` (integration): Integration event raised before initializing standard account categories. Allows subscribers to customize or override the standard account category initialization process. - `OnBeforeCheckGLAccount(TableNo: Integer; FieldNo: Integer; AccNo: Code[20]; CheckProdPostingGroup: Boolean; CheckDirectPosting: Boolean; var AccountCategory: Option; var AccountSubcategory: Text; var IsHandled: Boolean)` (integration): Integration event raised before validating and categorizing a G/L account. Allows subscribers to customize account validation logic or override category assignment. - `OnBeforeLookupGLAccount(TableNo: Integer; FieldNo: Integer; var AccountNo: Code[20]; var AccountCategory: Option; var AccountSubcategoryFilter: Text; var IsHandled: Boolean)` (integration): Integration event raised before opening G/L account lookup with category filtering. Allows subscribers to customize lookup behavior or override filtering criteria. - `OnAfterInitializeAccountCategories()` (integration): Integration event raised after account categories have been initialized. Allows subscribers to perform additional setup or customization after standard categories are created. ## Event subscriptions - OnInitializeCompany subscribes to Codeunit "Company-Initialize" OnCompanyInitialize ## Procedures - `InitializeAccountCategories()`: Creates the complete hierarchy of standard G/L account categories and subcategories for financial reporting. Initializes categories for Assets, Liabilities, Equity, Income, and Cost of Goods Sold with detailed subcategories. - `AddCategory(InsertAfterEntryNo: Integer; ParentEntryNo: Integer; AccountCategory: Option; NewDescription: Text[80]; SystemGenerated: Boolean; CashFlowActivity: Option): Integer`: Creates a new general ledger account category with specified hierarchical position and properties. Inserts the category at the specified position in the category tree and updates presentation order. - `ForceInitializeStandardAccountSchedules()`: Forces recreation of standard account schedules even if they already exist. Used when account schedules need to be reset or updated with new standard definitions. - `InitializeStandardAccountSchedules()`: Creates standard financial report structures including Balance Sheet, Income Statement, Cash Flow, and Retained Earnings. Generates account schedules and column layouts based on account categories for automated financial reporting. - `GetGLSetup(var GeneralLedgerSetup: Record "General Ledger Setup")`: Retrieves General Ledger Setup with validation that required financial reports are configured. Automatically initializes missing financial reports and triggers account schedule generation if needed. - `RunAccountScheduleReport(FinancialReportName: Code[10])`: Executes the account schedule report for the specified financial report configuration. Opens the Account Schedule report with predefined filters and formatting based on the financial report setup. - `ConfirmAndRunGenerateAccountSchedules()`: Prompts user confirmation and generates missing account schedules for financial reporting. Initializes financial report management and creates required account schedules if not already defined in setup. - `GLSetupAllAccScheduleNamesNotDefined(): Boolean`: Checks if all required account schedule names are properly defined in General Ledger Setup. Returns true if any standard financial report configurations are missing from setup. - `GetCurrentAssets(): Text`: Returns the localized text description for the Current Assets account subcategory. Used for identifying and filtering current asset accounts in financial reports. - `GetAR(): Text`: Returns the localized text description for the Accounts Receivable account subcategory. Used for identifying and filtering accounts receivable accounts in financial reports. - `GetCash(): Text`: Returns the localized text description for the Cash account subcategory. Used for identifying and filtering cash and cash equivalent accounts in financial reports. - `GetPrepaidExpenses(): Text`: Returns the localized text description for the Prepaid Expenses account subcategory. Used for identifying and filtering prepaid expense accounts in financial reports. - `GetInventory(): Text`: Returns the localized text description for the Inventory account subcategory. Used for identifying and filtering inventory-related accounts in financial reports. - `GetFixedAssets(): Text`: Returns the localized text description for the Fixed Assets account subcategory. Used for identifying and filtering fixed asset accounts in financial reports. - `GetEquipment(): Text`: Returns the localized text description for the Equipment account subcategory. Used for identifying and filtering equipment-related accounts in financial reports. - `GetAccumDeprec(): Text`: Returns the localized text description for the Accumulated Depreciation account subcategory. Used for identifying and filtering accumulated depreciation accounts in financial reports. - `GetCurrentLiabilities(): Text`: Returns the localized text description for the Current Liabilities account subcategory. Used for identifying and filtering current liability accounts in financial reports. - `GetPayrollLiabilities(): Text`: Returns the localized text description for the Payroll Liabilities account subcategory. Used for identifying and filtering payroll-related liability accounts in financial reports. - `GetLongTermLiabilities(): Text`: Returns the localized text description for the Long Term Liabilities account subcategory. Used for identifying and filtering long-term liability accounts in financial reports. - `GetCommonStock(): Text`: Returns the localized text description for the Common Stock account subcategory. Used for identifying and filtering common stock equity accounts in financial reports. - `GetRetEarnings(): Text`: Returns the localized text description for the Retained Earnings account subcategory. Used for identifying and filtering retained earnings accounts in financial reports. - `GetDistrToShareholders(): Text`: Returns the localized text description for the Distribution to Shareholders account subcategory. Used for identifying and filtering shareholder distribution accounts in financial reports. - `GetIncomeService(): Text`: Returns the localized text description for the Service Income account subcategory. Used for identifying and filtering service revenue accounts in financial reports. - `GetIncomeProdSales(): Text`: Returns the localized text description for the Product Sales Income account subcategory. Used for identifying and filtering product sales revenue accounts in financial reports. - `GetIncomeSalesDiscounts(): Text`: Returns the localized text description for the Sales Discounts Income account subcategory. Used for identifying and filtering sales discount accounts in financial reports. - `GetIncomeSalesReturns(): Text`: Returns the localized text description for the Sales Returns Income account subcategory. Used for identifying and filtering sales return accounts in financial reports. - `GetIncomeInterest(): Text`: Returns the localized text description for the Interest Income account subcategory. Used for identifying and filtering interest income accounts in financial reports. - `GetCOGSLabor(): Text`: Returns the localized text description for the Cost of Goods Sold - Labor account subcategory. Used for identifying and filtering labor-related cost of goods sold accounts in financial reports. - `GetCOGSMaterials(): Text`: Returns the localized text description for the Cost of Goods Sold - Materials account subcategory. Used for identifying and filtering material-related cost of goods sold accounts in financial reports. - `GetCOGSDiscountsGranted(): Text`: Returns the localized text description for the Cost of Goods Sold - Discounts Granted account subcategory. Used for identifying and filtering discount-related cost of goods sold accounts in financial reports. - `GetRentExpense(): Text`: Returns the localized text description for the Rent Expense account subcategory. Used for identifying and filtering rent expense accounts in financial reports. - `GetAdvertisingExpense(): Text`: Returns the localized text description for the Advertising Expense account subcategory. Used for identifying and filtering advertising expense accounts in financial reports. - `GetInterestExpense(): Text`: Returns the localized text description for the Interest Expense account subcategory. Used for identifying and filtering interest expense accounts in financial reports. - `GetFeesExpense(): Text`: Returns the localized text description for the Fees Expense account subcategory. Used for identifying and filtering fees expense accounts in financial reports. - `GetInsuranceExpense(): Text`: Returns the localized text description for the Insurance Expense account subcategory. Used for identifying and filtering insurance expense accounts in financial reports. - `GetPayrollExpense(): Text`: Returns the localized text description for the Payroll Expense account subcategory. Used for identifying and filtering payroll expense accounts in financial reports. - `GetBenefitsExpense(): Text`: Returns the localized text description for the Benefits Expense account subcategory. Used for identifying and filtering employee benefits expense accounts in financial reports. - `GetRepairsExpense(): Text`: Returns the localized text description for the Repairs Expense account subcategory. Used for identifying and filtering repairs and maintenance expense accounts in financial reports. - `GetUtilitiesExpense(): Text`: Returns the localized text description for the Utilities Expense account subcategory. Used for identifying and filtering utilities expense accounts in financial reports. - `GetOtherIncomeExpense(): Text`: Returns the localized text description for the Other Income/Expense account subcategory. Used for identifying and filtering miscellaneous income and expense accounts in financial reports. - `GetTaxExpense(): Text`: Returns the localized text description for the Tax Expense account subcategory. Used for identifying and filtering tax expense accounts in financial reports. - `GetTravelExpense(): Text`: Returns the localized text description for the Travel Expense account subcategory. Used for identifying and filtering travel expense accounts in financial reports. - `GetVehicleExpenses(): Text`: Returns the localized text description for the Vehicle Expenses account subcategory. Used for identifying and filtering vehicle-related expense accounts in financial reports. - `GetBadDebtExpense(): Text`: Returns the localized text description for the Bad Debt Expense account subcategory. Used for identifying and filtering bad debt expense accounts in financial reports. - `GetSalariesExpense(): Text`: Returns the localized text description for the Salaries Expense account subcategory. Used for identifying and filtering salaries expense accounts in financial reports. - `GetJobsCost(): Text`: Returns the localized text description for the Jobs Cost account subcategory. Used for identifying and filtering job cost accounts in financial reports. - `GetIncomeJobs(): Text`: Returns the localized text description for the Jobs Income account subcategory. Used for identifying and filtering job income accounts in financial reports. - `GetJobSalesContra(): Text`: Returns the localized text description for the Job Sales Contra account subcategory. Used for identifying and filtering job sales contra accounts in financial reports. - `GetAccountCategory(var GLAccountCategory: Record "G/L Account Category"; Category: Option): Boolean`: Retrieves the G/L Account Category record for the specified primary account category. Filters for top-level categories with no parent entry and returns the first match. - `GetAccountSubcategory(var GLAccountCategory: Record "G/L Account Category"; Category: Option; Description: Text): Boolean`: Retrieves the G/L Account Category record for a specific subcategory under a primary account category. Filters for child categories with a parent entry and matches the description text. - `GetSubcategoryEntryNo(Category: Option; SubcategoryDescription: Text): Integer`: Returns the entry number for a subcategory under the specified primary account category. Searches for matching category and description, returning the entry number for category assignment. - `CheckGLAccount(AccNo: Code[20]; CheckProdPostingGroup: Boolean; CheckDirectPosting: Boolean; AccountCategory: Option; AccountSubcategory: Text)`: Validates G/L Account setup and assigns account category and subcategory if not already set. Simplified version that delegates to the full CheckGLAccount procedure with default table and field parameters. - `CheckGLAccount(TableNo: Integer; FieldNo: Integer; AccNo: Code[20]; CheckProdPostingGroup: Boolean; CheckDirectPosting: Boolean; AccountCategory: Option; AccountSubcategory: Text)`: Validates G/L Account setup and assigns account category and subcategory if not already set. Performs comprehensive validation including posting group checks and automatic category assignment. - `CheckGLAccountWithoutCategory(AccNo: Code[20]; CheckProdPostingGroup: Boolean; CheckDirectPosting: Boolean)`: Validates G/L Account setup without requiring or assigning account categories. Performs basic validation for posting groups and direct posting without category enforcement. - `LookupGLAccount(var AccountNo: Code[20]; AccountCategory: Option; AccountSubcategoryFilter: Text)`: Opens G/L Account lookup filtered by account category and subcategory for user selection. Simplified version that delegates to the full LookupGLAccount procedure with default table and field parameters. - `LookupGLAccount(TableNo: Integer; FieldNo: Integer; var AccountNo: Code[20]; AccountCategory: Option; AccountSubcategoryFilter: Text)`: Opens G/L Account lookup filtered by account category and subcategory for user selection. Provides filtered lookup based on category and subcategory criteria with extensibility support. - `LookupGLAccountWithoutCategory(var AccountNo: Code[20])`: Opens G/L Account lookup without category filtering for unrestricted user selection. Provides access to all posting-type G/L accounts without category or subcategory restrictions. Plus 11 local procedures. ## Triggers OnRun ## Calls From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an `Object::"Name"` argument. Interface dispatch and calls through events are not counted, so the list is not complete. - [Codeunit 571 "Categ. Generate Acc. Schedules"](../codeunit/571.md) (6 calls: `ConfirmAndRunGenerateAccountSchedules → (object)`, `GetGLSetup → CreateBalanceSheet`, `GetGLSetup → CreateCashFlowStatement`, …) - [Codeunit 18 "Financial Report Mgt."](../codeunit/18.md) (1 call: `ConfirmAndRunGenerateAccountSchedules → Initialize`) ## Called by - [Codeunit 5208 "Create G/L Account"](../codeunit/5208.md) (24 calls: `OnRun → GetAccumDeprec`, `OnRun → GetAdvertisingExpense`, `OnRun → GetAR`, …) - [Codeunit 571 "Categ. Generate Acc. Schedules"](../codeunit/571.md) (5 calls: `CreateBalanceSheet → GetGLSetup`, `CreateCashFlowStatement → GetGLSetup`, `CreateIncomeStatement → GetGLSetup`, …) - [Codeunit 4037 "Helper Functions"](../codeunit/4037.md) (2 calls: `GetAcctCategoryEntryNo → GetAccountCategory`, `GetAcctSubCategoryEntryNo → GetAccountSubcategory`) - [Codeunit 572 "Run Acc. Sched. Balance Sheet"](../codeunit/572.md) (2 calls: `OnRun → GetGLSetup`, `OnRun → RunAccountScheduleReport`) - [Codeunit 573 "Run Acc. Sched. Income Stmt."](../codeunit/573.md) (2 calls: `OnRun → GetGLSetup`, `OnRun → RunAccountScheduleReport`) - [Codeunit 574 "Run Acc. Sched. CashFlow Stmt."](../codeunit/574.md) (2 calls: `OnRun → GetGLSetup`, `OnRun → RunAccountScheduleReport`) - [Codeunit 575 "Run Acc. Sched. Retained Earn."](../codeunit/575.md) (2 calls: `OnRun → GetGLSetup`, `OnRun → RunAccountScheduleReport`) - [Report 151 "Balance Sheet"](../report/151.md) (2 calls: `OnInitReport → GetGLSetup`, `OnInitReport → RunAccountScheduleReport`) - [Report 154 "Income Statement"](../report/154.md) (2 calls: `OnInitReport → GetGLSetup`, `OnInitReport → RunAccountScheduleReport`) - [Report 155 "Statement of Cashflows"](../report/155.md) (2 calls: `OnInitReport → GetGLSetup`, `OnInitReport → RunAccountScheduleReport`) - [Report 156 "Retained Earnings Statement"](../report/156.md) (2 calls: `OnInitReport → GetGLSetup`, `OnInitReport → RunAccountScheduleReport`) - [Table 570 "G/L Account Category"](../table/570.md) (2 calls: `InitializeDataSet → (object)`, `InsertRow → AddCategory`) - [Table 5813 "Inventory Posting Setup"](../table/5813.md) (2 calls: `CheckGLAccount → CheckGLAccount`, `LookupGLAccount → LookupGLAccount`) - [Table 92 "Customer Posting Group"](../table/92.md) (2 calls: `CheckGLAccount → CheckGLAccount`, `LookupGLAccount → LookupGLAccount`) - [Table 93 "Vendor Posting Group"](../table/93.md) (2 calls: `CheckGLAccount → CheckGLAccount`, `LookupGLAccount → LookupGLAccount`) - [Codeunit 1917 "MigrationQB Helper Functions"](../codeunit/1917.md) (1 call: `GetAcctCategoryEntryNo → GetAccountCategory`) - [Table 252 "General Posting Setup"](../table/252.md) (1 call: `LookupGLAccount → LookupGLAccount`) ## Across versions - Present in: BC23-30 - Changed (declaration) in: BC28 Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10). ## Ask your agent Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: `bcatlas_resolve_node(object_type: "codeunit", object_name: "G/L Account Category Mgt.")`, then `bcatlas_get_procedure_body` or `bcatlas_get_neighbors` on the returned id.