Jo deRuiter
Forum Replies Created
-
Hi @Pamela Stephenson
Essentially, you told the GP System that there was a cost on that invoice, but no income. The cost field is for recording what the item cost YOU GUYS as a company so it would debit an income account because a cost is a debit in a sales transaction.
To correct this you’ll need to void that – or return it depending on your process and re-enter it correctly – there is no other way to fix this one.
-
Hi Wendy,
Analytical accounting may not be what you need, there is not enough information to determine that in your post.
Another easy way is to use MDA or Multi-Dimensional Accounting – you already own it, or you may actually need the project module – that is an additional cost if you do not already own it.
Let us know exactly what you track and we may be able to recommend more.
-
Elaine,
In many cases the transactions are messed up and even Batch Recovery can’t work. In those cases you want to use SQL to fix the issue.
My suggestion is to have your IT or partner open SQL, go to that database and reset the batch to a postable status as in Kerry’s note above. After that DO NOT TRY TO POST IT AGAIN. Go to the batch and print the batch edit list in order to determine just what is wrong with the batch. Fix the errors and THEN try and post the batch again!
-
Hi Calvin:
There are a few ways and a few places – including an automated write off where you code in the limit you are willing to write off and all short-paid invoices or over-paid invoices will write off that small amount.
First, in Sales Apply Document – a window used during cash receipts and applying payments and credit memos. as in the first screenshot here: (Caveat: If your company is setup to not allow write offs or limits you might not be able to do this)
The same functionality is in Purchasing.
In sales there is also the “Write Off” routine
-
Hi Jill,
You do NOT have to go one line at a time. The easiest way to reserve in bulk is to use the “Reservation Worksheet”. After you enter the sales order OR at a set time OR with slight development or scheduled jobs you could try and automate this.
But you open “Reservation Worksheet”, then “Get Demand” and all lines that can be reserved pop in – it also asks you at the same time if you want to “bulk allocate” immediately and you can just say yes to that.
-
Hi Vicki,
Have you verified that you’ve also installed SmartList Builder?
SLB is what is controlling the view of smartlists, SmartView is just another SmartList view, not the SmartLists themselves.
If you do not install SmartList Builder then any customer SmartLists they built with the Builder will not be visible.
-
Rick,
I would still advise to make the company names the same EXCEPT at the end of them you can add “US” and “CAN” or whatever countries they are in.
Such as ‘Aisling Dynamics US” and “Aisling Dynamics UK”.
That should distinguish for the end users AND you can use a different field to pull in any legal name you need on forms.
