Sales order processing

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Posted on by Community Member

Hello,

We have several Accounts Receivables and different Revenue accounts for each AR account.

When I post an invoice I should be able to select an item and this item should be linked to the proper AR account and proper Revenue account

Could please someone tell me how I can set it up?

Thank you in advance.

Natella

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MG-16101311-0 26,225 on at

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The item can be linked to the proper revenue account - the system does this out of the box. However, the AR account comes from the customer. In order to change this behavior, your will need to get a product like Flexicoder from eOne Solutions.

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kassab 660 on at

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Hi Natella,

first of all you can create a class to group your similar items with the same accounts,

then you can define accounts to the class so that when you insert the transaction it inherits the accounts defined in the item card.

you can identify class accounts from that path:

Inventory >> Setup >> Item Class >> Accounts

for identifying accounts to each item path:

Inventory >> Cards >> Item >> Accounts

in every card in the Dynamics GP you can find the accounts tab to define the accounts to be inherited in the transactions same goes to customers and vendors.

Also make sure in the Sales Order Processing you check the posting accounts come from the items

its path : Sales >> Setup >> Sales Order Processing

hope that's what your looking for

kindly Regards

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Community Member on at

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Thank you Mariano.

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kassab 660 on at

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and by the way there are no AR accounts can be inherited by the item it self it only comes from the customers

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MG-16101311-0 26,225 on at

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Ahmed,

Your steps are correct -- for the item and the precedence of the revenue side of the equation, but not the AR. As I mentioned before, the AR account comes from the customer card (or customer class, or ultimately, the sales accounts under posting accounts) and you will not be able to get the account to change based on the selected item.

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Thank you Ahmed.

But, as Mariano said the AR account comes from the customer.

I cannot link these two accounts (AR and Revenue) at the same time.

Appreciate your help.

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