Hi all,
Can anyone please help me to find how to c...
# generald
Dmitry Masanov
11/22/2019, 12:50 PMHi all,
Can anyone please help me to find how to customize this form:
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Mrudul
11/22/2019, 1:01 PMWhat exactly you are trying to achieve with this?
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Dmitry Masanov
11/22/2019, 1:03 PMFor example, add new checkbox consolstatement
Dmitry Masanov
11/22/2019, 1:05 PMIt was already added on our Production account, but not on Sandbox. And I cannot figure out how was it done.
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Mrudul
11/25/2019, 3:16 AMIt could be that in your Production (CONSOLIDATED PAYMENTS) feature has been enabled, but not in your sandbox. Please check this first.
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Dmitry Masanov
11/25/2019, 6:58 AMThanks @Mrudul you're right!
Dmitry Masanov
11/25/2019, 7:00 AMWill leave here the excerpt from the docs in case if someone has similar issue (like me in future)
To enable the Consolidated Payments feature, go to
Setup > Company > Setup Tasks > Enable Features > Accounting (Administrator), click the Accounting subtab, and check the Consolidated Payments box.
After enabling the feature, you can go to Setup > Accounting > Preferences > Accounting Preferences (Administrator), and enable the Accept Payments Through Top-Level Customer Only preference
if you want to only apply payments, credits, and deposits through the top-level customer
Dmitry Masanov
11/25/2019, 12:02 PMSorry, @Mrudul, can you help a little more? I have enabled "Consolidated Payment" settings on Sandbox and disabled "Accept Payments Through Top-Level Customer Only" preference, but check box " CONSOLIDATED STATEMENT" still disabled for non-top level accounts. Do you know what I might have overlooked?
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Mrudul
11/25/2019, 12:09 PMConsolidate Statement can only be Generated for Parent Account where there are Child / Sub Customer that has got open transaction.
You can no generate this in reverse manner, where Generating Statement for Child and you would like to Generate Consolidated Statement.
This is not allowed.
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Dmitry Masanov
11/25/2019, 12:12 PMThanks @Mrudul!
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