rdutcher
Forum Replies Created
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You can do a Return to Vendor, which will give a credit to the original AP. Then just re-entered on the PO with the correct UOM, receive it again, and reconcile the invoice(s) again (probably will need to combine the original invoice and credit). This would probably be the most transparent.
Alternatively you could manually adjust the AP with the credit and manually adjust the cost of the SL.
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I’ve set credit cards up as a bank type. That way it lets me enter it against the PO as a Quick Payment.
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Usually “Bad Debt” relates to A/R. If I need to write off an A/P balance I usually put it to a misc COGS account. The procedure to write it off is similar to A/R. On the A/P record click “Add” and select the distribution you’d like to put it against.
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If you want to create an actual invoice you could invoice them and then transfer the newly created AR against the AR with the credit balance.
Alternatively you could just add an AR adjustment to the AR with the credit balance. If you do this you may want to create a separate GL account if you are matching you invoice reporting to your GL balance as it would not have a related invoice.
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You could set up a geo code, assign it to a separate warehouse, and only give access of that geo code to those that you want to be able to pull from that stock. Would have to move the customer stock to this newly created warehouse. Geo codes and warehouses are set up in the inventory system tables and I believe you assign geo codes on the user table.
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Thanks, Pietro. I was able to find it and get it updated.
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That was my assumption, but was hoping it was something I was just missing.
Appreciate the help. Will let you know if we need your help Pietro or Thiago.
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I see on that screen where to change UDF names, but don’t see anything for the SDF’s. We’re on 10.11.7.0.
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I had checked the table for a historical field already and it wasn’t there. We’re on 10.9.26 currently.
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That’s great news!! Should be moving to 10.10 soon. Guess maybe this initiative will have to wait for that if there’s not an easy fix.
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Creative fix. Easy enough to make a company attribute. Will need to figure out how to make it replace the name on the invoicing and shipping forms.
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We’ve setup a “suspense” account to handle these kind of issues to not have to go through having to undo and re-enter everything that was done (which often times can cause other issues). This allows us to “move” balances from one company code to another by debiting one company to the suspense account and then crediting the other company to the suspense account, making sure to leave detailed notes along the way. This will have a net zero impact on the suspense account, but lets you move the payment received. I setup the suspense account as a 6999 account # to stick out and review at month-end ensuring that no balance is left in there as it should always have a zero balance.
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It happens here as well. Strange that they said they hadn’t heard of the issue as I know it was discussed at the Que Conference in 2017 and when I’ve called in the past they’ve told me they don’t know why its happening, but helped fix the occurrence. We just reset the toolbars now ourselves as well. Clearly is something that Component needs to resolve.
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We noticed the same issue. It was a known issue that they have patched. So might need to look into updating. We haven’t had the issue since. We are on 10.8.27 now.
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The best way I have figured out how to do it may be to add a Summary band, which has a layout option of “NewPage”. In the summary band I was able to add a Rick Text field with the document saved as a compatible file.
The issue with this is that it is still trying to apply the header and footer to the T&C’s I’m trying to add. Is there a way to make it so the header and footer do not get added to the Summary band?
Ian- It is the same wording, but would need it for every company and if you put it as a regular clause I don’t think you are able to do any formatting. Two pages of words without any formatting would look pretty sloppy.
Does anyone know how Clause Documents work (when in the Clause screen there is a Documents button)? When i try clicking it I just get “Clause Documents are not available.”