How To Add and Track A Charitable Donation Amount In Sales Order Entry
Question: Is it possible to allow customers to add a charitable donation for any amount to a sale and subsequently track the donations to a separate g/l account?
Would setting this up require item set up or can it be done with Advanced Pricing?
Answer:
Setting up and tracking a charitable donation is possible using either item set up with a D line type or item and Advanced Pricing set up.
Item Setup:
1. Create an item called Donation X with a line type of D and specify a unique gl class code for the item.
2. Set the DMAAI's to look at the Company/Doc Type/GLClass = xxxxxx/xx/unique glclass code and a unique g/l account.
Would setting this up require item set up or can it be done with Advanced Pricing?
Answer:
Setting up and tracking a charitable donation is possible using either item set up with a D line type or item and Advanced Pricing set up.
Item Setup:
1. Create an item called Donation X with a line type of D and specify a unique gl class code for the item.
2. Set the DMAAI's to look at the Company/Doc Type/GLClass = xxxxxx/xx/unique glclass code and a unique g/l account.
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