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Cash account branch restriction

  • 27 April 2023
  • 3 replies
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V
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Hi All, 

We are having the following error when generating invoice for a contract.

Issue: 

  1. User is logged into Branch A
  2. Trying to generate invoice under Contracts screen. Branch for this Contract is B.

  3. If the logged in user changes the current branch to B and then generates invoice it works fine. This used to work in our previous version of 2019R1, recently we have upgraded to 2022R1 and hence started seeing this issue, so just thinking if the upgrade has put in some sort of restrictions for Cash accounts based on the branches.

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Best answer by Laura02 27 April 2023, 11:34

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Laura02
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Hello,

When a Cash Account is shared across Branches, we need to Un-select Restrict Visibility with Branch in the Cash Accounts screen.

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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Thanks @Laura02 , I did think of this option, but since it was working with restriction on in 2019R1 I didn’t bother to try. Probably in the upgraded version changes might have been done to enforce this restriction.

Anyways thanks a lot..

fosterjeff01
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Any thoughts on why a Cash Account used as a Clearing Account (and not having Restrict Visibility with Branch selected) is not able to be used across all branches as a default?  We’ve struggled for years trying to figure out why our Payment Methods that have been selected as AR Default won’t automatically populate the Cash Account, and finally realized it’s because the Cash Account will ONLY default if it’s the Branch that has been specified on the Cash Account.  We only use one Clearing Account for all our transactions for all Branches, so we want it to be defaulted for any Branch that one is working under, but it never will populate in this scenario.  

JRF

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