Does anyone use the Trial Balance Code - I am trying to determine if this is a customized feature.

(0) Share

Report

Posted on by Community Member Microsoft Employee

The Trial Balance Code is a drop down list field in Invoicing and in Receivables Management but not in Sales Transaction Entry (SOP: Sales Order Processing). There is a setup function to create new trial balance codes as well.

I'm having trouble determining if this is a custom feature and if so, how do I add it to the SOP module and if it's not, why is it not in the SOP module when it is included in the other two sales invoicing modules.

Your feedback is appreciated.

Thanks,

Angie

*This post is locked for comments

All responses (2)

Answers (0)

Community Member Microsoft Employee on at

Like (0)

Report

Re: Does anyone use the Trial Balance Code - I am trying to determine if this is a customized feature.

Hi Leslie,

Sorry for the delay in my response, I was unable to log on until now. The trial balance code is an optional field when invoicing that allows you to choose from a list of codes that you set up (similar to picking a client name from a list). There is then an aging report that can be run based on the code. In my business we would use codes such as "support", "services", "product" etc so that we can track what types of invoices are paid within what kind of timeframe. I'm beginning to believe that it is a customized feature as I have seen no other mention of it anywhere.

Thanks,

Angie
L Vail 65,271 on at

Like (0)

Report

Re: Does anyone use the Trial Balance Code - I am trying to determine if this is a customized feature.

Angie,

I am not familiar with a 'Trial Balance Code'. What is the name of the window where you are seeing this option?

What does this option do?

Kind regards,

Leslie