On some of our sales order, we have large system orders (perhaps 1% of orders) where are controller has the requirement that we post to a different subaccount than a common replacement or re-ordering of a part order. We default our sales account - subaccount to our prevalent replacement/re-ordering account (99% of orders).
Our posting class for our items defaults to the inventory item entry for the sales account and the sale account subaccount.
Questions:
1. I see a couple of "out of the box" actions available for sales orders where one can modify the sales order lines systemically (e.g. recalculate pricing). I suppose there is no other way than to have our order entry staff to manually enter the subaccount for these system orders manually on each line, right?
2. We do our quoting of our large system orders on an Excel spreadsheet even though we our using the Project Accounting module within Acumatica with a line by line breakdown of items and their quantities. We envisioned loading these quotes from our quoting departments quotes into our sales orders.
We tested the idea of including the sales account and the sales account subaccount (with its non-defaulted subaccount) and we did not see the sales account or the subaccount in the columns available to map. I suppose this is just not an option (with respect to the "special" subaccount, right)?
3. I suppose an import scenario to upload these large system orders (e.g. 20 to 60 order lines) with their "special" sales order subaccounts could be a possible way to address this requirement, right?
4. Lastly, if we found this import scenario approach to resolving this change to the subaccount unacceptable, I suppose we could create a customized action which performs this subaccount update, right?
Best answer by Laura02
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