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@User_THXYN ,

If you collect sales tax in the U.S., please ensure to enable per-line tax under the accounting setup also after you enable multiple shipping routes.

My company just started using the WMS Limited Access role. In order to apply it to a user's account, the full access license needs to be removed first. Then the limited access role can be applied to the user's account. One account with both license types is not permitted. If you do try that, the limited access role will be counted as a full access role.

Hello, @Nayeem Rahman Shaik. Good day.

Per checking, we have a SuiteAnswers article that provides the steps on how to create a saved search showing open Accounts Receivable transactions divided into different age columns. This could be helpful to you. If you want to only show Invoices, you may perhaps add another criteria Type = is Invoice.

SuiteAnswers 85341 | Create AR Aging Report and A/R Aging using Saved Search

You may also watch its Video Tutorial.

Greetings, everyone! We have a fellow member, @Nayeem Rahman Shaik who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @Dext3r ,

Thank you for creating this thread!

Please allow our gurus/members to look into this and update you for any findings. Meanwhile, make sure:

- to clear the browser's history (including cache and cookies)

-to check another browser to see if the issue persists

-to check one of your other roles (to see if this happens with other roles you have) and

-also to check with other users in your company to see if they encounter the same issue

Was it performed any change on your account recently (maybe an upgrade or some other administrator changed some dashboards)?

To other users who may have insights with regard to this topic, feel free to add your comments by replying to this thread.  

Kind regards, 

@Veronica Steluta Mincior-Oracle - yes, I saw your response, I have been dealing with other issues and business needs, have not had a chance to get back to this.

Hello @User_UEJ7U ,

Happy Friday!

For the first question, I believe you can set up 10-123000, 20-123000, and 30-123000 as subaccounts of 123000. You can also define the department, class, and location as well when the new G/L account is created. See below screenshot.

I don't quite get the second question. What are "these accounts"? Each G/L account can only be associated with one type, so I would venture out to say no, an G/L account can not be simultaneously an asset account and an income account. I'm curious to find out why your accounting department asked the question, and what would be the use case for that.

Hey @User_UEJ7U

The automated selection of the Departments and Classes on transactions can be done via script/customization. The "depending on which department instigated the transaction" is a generic statement, and you would need to define all specific use cases. For example, should you look at the transaction creator's User Role or other criteria to identify the "instigator's department"?

Are you using the ARM/RevRec module? Every sales item should have an Income account defined. With the RevRec module (provided the Direct Posting isn't checked on the item), the initial GL impact will be on Deferred Revenue on the Balance sheet, and only after the RevRec Journal will the GL impact hit the Income Account.