By using this website, you agree to our Terms of Use (click here)
In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Sincerely,
Tim Rodman
We use multiple branches under one company but need to track branches separately. Acumatica will allow an invoice issued under Branch A to have a payment applied while logged in as Branch B. This causes a problem for us.
I would like to either not allow a mis-match in branches between invoice and payment or at least pop up a warning when the branch of the payment does not match the branch of the invoice.
I have done a fair amount of screen an field customization but don't know how to trigger a warning. Any advice on that or maybe point me to a tutorial on the mechanics of creating a pop-up warning that I could trigger based on some simple logic?
Does each Branch have a separate Cash Account?
@rpiester Hmmm, separate Cash Accounts is how I've seen this solved in the past. Is the problem that it's generating Inter-Branch transactions?
@timrodman The issue is that when we tally payments by branch (since we work with different clients and maintain separate branches for each) it results in a missing or extra payment depending on the branch.
I'd like to find an example and learn how to set up some simple logic that would raise a warning if the payment branch does not match the invoice branch.