Question

sales posted to incorrect branch

  • 21 September 2023
  • 10 replies
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stacy16
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We have 2 branches and i had some sales that were recorded on to the wrong branch.. I reclassified them on the sales order but they are not showing up correctly on the sales profitability by salesperson and customer report. What else do i need to do to get them to show up correctly? 

 

I looked into the invoice payment as well but i am not able to reclassify those transactions :/

 

Help please! 

Stacy Johnson

10 replies

Kandy Beatty
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HI @stacy16 

Can you not Reclassify GL Batch on the Invoices and change the Branch? I know you said you did that on the Sales Order. 

 

Or you could reverse the payment, then correct the invoice and reapply a new payment. It may be messy, so I would suggest testing it first in a test tenant. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Laura02
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Hello @stacy16 ,

How was the Sales Order Reclassified to a correct branch, and at what point in the fulfillment process was it reclassified? Do you mean the branch was updated on lines of Details tab and on Financial tab of  the Sales Order, before the Shipment was created?

I believe Reclassify GL Batch will only update the GL side.

Thank you.

 

Laura

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
stacy16
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@kandybeatty49 This is the message that pops up when i try to do that in the invoice

And when i hit OK the transactions that i need to change do not show up :/

Stacy Johnson
stacy16
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@Laura02 they were reclassified at the end of the process.. after the payment has already been deposited.

 

How can i get it to show up correctly?

Stacy Johnson
Kandy Beatty
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@kandybeatty49 This is the message that pops up when i try to do that in the invoice

And when i hit OK the transactions that i need to change do not show up :/

Have you tried to reverse the payment first?

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
stacy16
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@kandybeatty49 no i have not.. that makes me nervous lol. what do i do after i reverse it? 

Stacy Johnson
Kandy Beatty
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@kandybeatty49 no i have not.. that makes me nervous lol. what do i do after i reverse it? 

Try to duplicate it in a test tenant. 

Reverse the payment, then reclassify the transactions and then reapply the payment. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
stacy16
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That did not work :/ It gives me warning that the cash account does not exist for that branch :/

Stacy Johnson
Chris Hackett
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Hi @stacy16 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
stacy16
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Hi @Chris Hackett !

Unfortunately, i did not and Acumatica is looking into it. 

Stacy Johnson

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