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Good day.

 

Is it possible to do customer journal from one customer in branch A to a customer in branch B like we do with journal transactions? So far all i can see is that you will have to do 2 separate transactions.

I have tried to document the issue in the attached file, hope it’s clear.

Thanks!

Hello,

Can you use AR Payments & Applications screen in Receivables to apply two equal and opposite documents from different branches, like this example from Sales Demo?

Customer ABC has open Credit and Invoice from different branches
Apply open Credit to open Invoice

Resulting GL Journal Transaction from the Payment Application:

Acumatica posts inter-branch Due To/From accounting entries.

Laura

Thank you for your response, however what I am asking is a case of Debiting customer ABC Studios in branch PRODRETAIL and Crediting a customer ABC Venture in branch PRODWHOLE. I know with general ledger accounts you can do it, but is there a way of doing the same with customers?

Hello,

I don’t think there is any way in Acumatica to have one document/one entry that credits one customer and debits another. In Journal Vouchers screen, we can add Debit/Credit account to one line… but only one customer per line. I think you will need two lines, as you guessed, to adjust two customers.

Laura

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