What would be the best way to zero out 2 intercompany accounts with one entry as of May 2019?

Hi, we customized our check voucher to show the vendor invoice/credit detail, but not this voucher is no longer working for customer refunds. I have created an <#if check.apply?has_content> before the logic that starts the voucher printing, but this still gives us the unexpected error. Anyone run into this issue before?

Is it possible to change the Type of a GL Account after transactions have been posted to it?

No

@KevinJ of Kansas thank you- I didn't think so, but thought I'd ask just in case I was missing something

If periods are still open you could try modifying transactions to be on a new account and then deleting your bad one

That's where I was headed, but was trying to avoid if possible

Could anyone help me figure out why the est cost on my quotes keep changing whenever the linked SO has a dropshipped PO created against it? I looked at the line item history for the quote and its always 1 user who is set to change it and it says its being changed by a UE script. I believe it could be a permission issue but not sure if anyone else has dealt with this?

Hello, everyone. Has anyone run into an issue with 'missing' credit memos with oneworld? EG: primary sub will see the credit memo but the other sub will not see them (although being created the same way as the other view able CMs)

Could be a permissions problem. If the person looking for the CM doesn't have viability to the Sub they won't see it. Same goes if they don't have permission to see Credit Memo's

@Tiffany I thought that as well but in some cases the CM is there however the lines don't match up when comparing the csv exports (missing entire item lines in the CM)

Looking at the line level detail if you have classifications, or customizations the user looking at the CM would need permissions to see all the detail on the line level. This happened to me once when I user didn't have access to see a classification so when she send me a screen shot of her view and then I looked at the record they were different

Is there any reason why the Handling Cost field is disabled?

When doing a partial billing for sales with discounts, the discount gets fully applied to the item(s) being billed at that time and leaves nothing for the remaining items. Normally when doing a full billing, it is apportioned to each line item by the percent of total for that item. Is there a way to apportion the discount by line item when doing a partial billing?

Curious, how do you guys currently handle intercompany transactions for one subsidiary that carries inventory while the other one doesn't?

Do you create a manual JE at the end of each month to reclassify the balance from inventory account to expense?

Does anyone know of a way that I could cut more than 1 check to a Vendor in a single check run?

While using the Customer Center can a customer pay via EFT or Credit Card if both options are enabled on their record?

Tiffany, I would expect that credit card is easy and EFT is questionable. Probably depends on the solution you are using.

Our bank has several solutions they can offer us. The question is can we utilize the Customer Center role for customers to allow them to select to pay their invoices via ACH or Credit Card and be able to switch between the two options? We would likely use the Electronic Payments module for EFT and Cybersource as our credit card connection

You might be better off with a third party like solupay or coastal if the customer is trying to initiate payment via EFT on demand. You might be able to have them set up their own bank info in customer center with the native solution, but you wouldn't want them recording the payments because the electronic bill payments bundle requires your intervention to create the EFT file to send to the bank to initiate draw of the money.

I haven't worked with the electronic bill payments side on customers much.

ok you make a valid point about the payments needing to be bundled for the Electronic Payments module. We might have to just utilize that for out going vendor payments only

@Tiffany I have implemented electronic bank payment module both standard and advanced quite a few time. As @KevinJ of Kansas mentioned this option is optimized for AP type of transactions including payroll. Also for positive pay transactions. You are better of with other options for AR transactions. Recently Fi-Span released a complete banking integration which can handle customer debit payment along with any other type of payment in real time. This service will change the banking for any ERP system. I was one of the advisor for the dev team.

Thank you @KevinJ of Kansas and @Sam-I-Am for your input. I am collecting information to present to the team so everything you have explained is very valuable

Anyone have luck creating End of Month Plus X days types of terms for customers? I can see it isn't native, but is there a way to do this with a custom field/workflow and not have to create a script?

That seems like standard functionality of specific day of month terms just by a different name

It is technically different..microsoft was doing this years ago making their AR seem less aged. End of Month +45 days.

^^Exactly the term I am trying to accommodate, but it looks like I accomplished this with a workflow. I couldn't get any of the date driven options to work for this scenario