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If we have a customer who is also a vendor, is there a way to offset a balance on a vendor against a balance for a customer?
Something is tickling the back of my brain but I may be thinking of processing a customer refund through AP instead.
Thoughts?
As far as I know, you have to manually make the entries in each module (AP and AR) using some kind of GL clearing account.
You might want to add your vote to this idea (I just did):
https://feedback.acumatica.com/ideas/ACU-I-442
Thanks for the reference and for the vote.
I still have a voice whispering in the back of my head about something similar already in the system but I can't pin it down to the exact details. It is entirely possible that I am remembering a work-around in another system. If I find something, I will post it here but after the reference you found on the feedback site, I am growing more suspect.
Do you find a way to achieve this?
Hi @shawn-p-slavin I think you mind is playing tricks on you, when I worked for Exact their Globe solution had this feature, as Tim said the idea has been posted to Acumatica, I don't think they would be that cruel not to tell us where it is. Hoping they could add this enhancement as it's certainly a nice to have.
We're looking at this issue for another client and we just saw this function demonstrated in Sage X3. It works well there. Would be great to add to Acumatica. I voted on the issue on the Community Site
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