Skip to main content
Solved

Issue Item Without using Reason Code


Forum|alt.badge.img

I have Items pertaining to Different Item Class which i need to use diff GL account while Issuing  Item . There is Already an Issue REASON CODE thats is getting used default whenever i make an Issue  . How to stop using reason Code and use COGS Account  from Posting class while Issuing the Item 

Best answer by Laura02

https://community.acumatica.com/ideas/move-default-reason-codes-to-item-posting-classes-and-or-items-22698

I have created a new Idea; please vote.

Thank you,

Laura

View original
Did this topic help you find an answer to your question?

8 replies

StevenRatner
Varsity I
Forum|alt.badge.img
  • Varsity I
  • 74 replies
  • November 10, 2023

@jvarughese23 - What I recommend is shutting off the “Automatically Release In Documents” in Sales Orders Preferences.  This will allow you to review the inventory issue batch and make the necessary changes to the reason code.

 


Forum|alt.badge.img
  • Author
  • Freshman II
  • 45 replies
  • November 22, 2023

Is there any way around other than doing this , for each transaction to go and update gl account is not possible all the time .. I have seen  The Issue and receipts Working without using  reason Codes in  other  instances though Reason code has been defined , however am not clear  how    we can restrict  using or update reason code while releasing  the document 


Chris Hackett
Community Manager
Forum|alt.badge.img
  • Acumatica Community Manager
  • 2640 replies
  • December 18, 2023

Hi @jvarughese23 were you able to find a solution? Thank you!


Forum|alt.badge.img
  • Author
  • Freshman II
  • 45 replies
  • January 9, 2024

@Chris Hackett  Not yet :(


dcomerford
Captain I
Forum|alt.badge.img+15
  • Captain I
  • 596 replies
  • January 9, 2024

@jvarughese23 There is no good solution here its the way it is designed. Only other option is to create a Reason (issue) code per posting class and ensure users pick the correct one when raising the issue.

 


  • Freshman I
  • 4 replies
  • March 6, 2024

Hi, does anyone know if there is a plugin/customisation available for this:

Currently the default issue/return reason code is set in “Inventory Preferences”. 
If they can change it so that the default reason code is set in the“Posting Class” it would be much better and eliminate a lot of manual work and opportunity for mistakes.


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3135 replies
  • Answer
  • March 6, 2024

I came across the same issue. I think I found a solution.

On the issue you can change the Type to Invoice. If it is type invoice it allows releasing without ReasonCode and uses the Item/Posting class to pick the COGS from.
 

 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings