We have a line item that we use on the invoices called "Freight". It currently is hitting the account 410100. What can I do to enable the system to hit a different account when the the line item is used "Freight"
We have a line item that we use on the invoices called "Freight". It currently is hitting the account 410100. What can I do to enable the system to hit a different account when the the line item is used "Freight"
Is it an item or an invoicing element?
Hi,
Not really sure about that. We are using it as a line item. I think I would say it is a an item.
What version and service pack are you on? Are you using a different accounting code for your freight?
We are on Version 9 patch 4. Sales team is using this product "Freight" as a line item. However, the controller does not want it to hit a regular account. Please advise.
In accounting works::
- automatic journal (Setup>Finances>Accounting interface>Automatic Journals) - how it will be posted
- accounting codes (Setup>Finances>Accounting interface>Accounting codes) - where it will be posted (used in automatic journals).
Check your product - Common Data>Products>Products - in tab Financials field Accounting Code. This code determinate account. So - all is needed, to create and assign separate account code for your freight item. You can copy existing one . Fastest way - trough action "Accounting codes" - into product accounting codes, change code from current one to new one like SERVICE and specify in rows other account - usually it is in 2nd row (for sales). Maybe - you have already accounting code for services, then it is needed to specify it for freight product.
I think you don't need to modify automatic journals. It shall be enough with accounting codes.
P.s. My suggestion - check Sage University - there is good free starting video/lectures about basics in finances.
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