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It appears the only option for selecting the subaccount on a reason code is from I - Inventory, P - Posting Class, R - Reason Code or W - Warehouse.  How do we indicate that the subaccount should come from the Project settings?

 

If this is not possible, what strategies are you using to solve for this?

@rena98 are subaccounts different from project to project? 


Hi there,

Yes, they differ from project to project.  They have a three-segment subaccount structure and any of the three segments can be different per project.  It would not be practical to setup a reason code for each variation of the subaccount structure.

It is related to this issue:  Allow Reason Code to choose Project Task subaccount in Inventory Issue screen | Community (acumatica.com)

I was curious how other people were navigating around it while we wait for the solution to be implemented.

Rena


@rena98 thats where i was going too, possibly creating different reason codes for the different variations but that sounds clunky for sure!

I would upvote that idea if you haven’t already but it sounds like the only option would be customizing the system to include project subaccount. 

could you possibly set up a business event to reclassify the transaction lines to the correct subaccount from the project after the initial transaction has posted? only thing is, i dont think this would update the project transaction 


This is the reply that I got from support:

We added this possibility to 24R2. 

1. Reason Codes (CS211000)

  • J - From a subaccount associated with the project.
  • T - From a subaccount associated with the project task

2. Posting Classes (IN206000) form


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