Dennis Henry, Controller
I recently migrated from Sage 500 To Acumatica and we installed the SalesOrderTypeDefaultReasonCode module from github. Adding default reason code by sales order enables you to set default sales and sub GLs when a reason code is for each sales order. For example all of our sales service reps orders use the CSRSO which sets a default sales gl account and default sales sub account to 40010 and 11 respectively.
PROBLEM: Most sales orders with their associated reason codes work just fine. However in some instances the system appears to ignore the reason code defaults. And it most cases it completely ignores the reason codes’ sub defaults. See attached images 1-5. Any assistance would be appreciated. I created an issue on github weeks ago but no answer.
Order Type = SO - SSR
- Use Sales Account From: Reason Code
- Combine Sales Sub. From: RRRRRRRRRR
Reason Code = CSRS0
- Usage: Sales
- Sales Account: 40010 - Sales SSR
- Sales Sub: 11 - Sales, SSR
Sales Order = SO00052965
Line Items...
Reason Codes: SCRSO
Subaccounts: 00
Accounts: 40070
Invoice = AR007791
Line Items...
Subaccount: 00
Account: 40070
