Equipment allocations

Question

Sage 100 Contractor Canadian 
 How to correct vendor invoices allocated to equipment that are already paid? 
 We have a number of payable invoices that were allocated to the wrong equipment and need to fix the allocation. I tried to do a journal entry to debit and credit the same GL account so that I could change the allocation to equipment, but the system will not accept a debit and a credit to equipment on the allocation screen. 
 I posted this question a week ago, and I can't find it in the forums. Hope I have this in the correct forum. 
 Thank you 
 DGlick

dglick · Answer

Well it worked thank you so much I did not check to see if the entry I said no to actually posted. There must be a problem with the program. 
thanks again 
DGlick

adjony · Answer

If I'm understanding the issue, you're trying to reallocate equipment costs that were posted to the wrong equipment. I ran into a similar issue and Sage support walked me through a scenario that I believe applies to this situation. Open up menu 1-3 (as if you are going to enter a journal entry, although you will NOT actually be saving a 1-3 journal entry). From the 1-3 menu, select the option to "view equipment costs" (I'm not at my computer, so I don't recall exactly what the menu says, however, I'll try to convey the concept). This is the same window that you see as the second step (second window) when recording a transaction where one of the line transactions hits the equipment ledger account. Essentially, this is a "back door" where you can shift around or update equipment costs. It is here where you'll want to enter the correct information, "offsetting" costs from one piece of equipment to another. You'll want to enter a positive amount for the correct equipment number, then create a negative (offsetting) amount to the erroneous equipment number. Once you save this entry, the system will update the equipment costs. However, it does NOT require that you save anything in the 1-3 menu—you can just close that window. Does this make sense? I hope I understood the question correctly. Good luck!

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