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Hi Aida.
Two solutions I have used in the past.
First - An extender window at matching window and as an inquiry window on the receiving (In case of Shipment/Invoice option) and regular AP transaction entry with the Vendor ID and Document Number as Key.
The window contained a list of Company Codes and it was a mandatory field.
We then linked it with Smartlist and ran an open invoice report to Export to Excel and calculate subtotals.
Second option was that we were using the Shipping Method - and created a list of possible values.
With Report writer we added this as a sort field to the report and added group sections to have sub-totals on our aging report.
This was easy with regular AP Transactions but PO Matching transactions needed a maintenance program to set this value since it is not available at time of entry.
Hope this helps
Frank,
Many thanks for your help!
I'm afraid that Priority Payment doesn’t work to me, because the attribute that I need should be assigned to de transaction document. The thing is, company branches buy to the same vendors, and I need to differentiate what branch made every purchase.I thought about using Purchase Order No. because this value is transferred also to the AP invoice, but the system just let me have one sequence per company.Maybe what I will have to do is some customization to include a new attribute to the purchasing transaction and pass it thru to AP document too. I'll appreciate is you have a better idea.
I've used the 'Payment Priority' field in the Vendor Maintenance Options window to classify vendors by 'branch'. The reason I used that field is because it is one of the fields available to filter by in the Aged Trial Balance. Because the field is at the vendor level, it is automatically associated with any vendor transaction, whether Purchasing or Payables. Of course, this assumes you're not using the field for what it's intended - prioritizing vendors for payment.
A better, albeit more costly solution is Binary Stream's Multi Facility Processing add-on.
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