RMA - AutoAccounting Rule (Revenue generation)
Hi guys,
We have the Revenue AutoAccounting rule set up as detailed below:
Company = Transaction Type
Account = Transaction Type
Cost Centre = Salesrep
Region = Salesrep
Product Standard Lines....
With the above, for credit note creation, the system uses the AR Transaction type linked to the 'OM header level Transaction Type' to populate the 'Company' and Accounts' values. It also uses the ' OM header level salesrep to populate the 'Cost centre' and 'Region' - (assumed standard for trade-in/return lines with referenced serial number). The client requirement is to generate a different revenue account combination based on the AR Transaction type linked to the ' OM return line type and the Salesrep at the line level - (This is the case for standard line type) rather than the current 'Revenue' been generated
We have the Revenue AutoAccounting rule set up as detailed below:
Company = Transaction Type
Account = Transaction Type
Cost Centre = Salesrep
Region = Salesrep
Product Standard Lines....
With the above, for credit note creation, the system uses the AR Transaction type linked to the 'OM header level Transaction Type' to populate the 'Company' and Accounts' values. It also uses the ' OM header level salesrep to populate the 'Cost centre' and 'Region' - (assumed standard for trade-in/return lines with referenced serial number). The client requirement is to generate a different revenue account combination based on the AR Transaction type linked to the ' OM return line type and the Salesrep at the line level - (This is the case for standard line type) rather than the current 'Revenue' been generated
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