I don’t see any product ideas for having the Journal Transaction screen default to the default cost subaccounts when a client has projects or construction module. It would be ideal to have the same logic as the AP Bills and Adjustments with chart of accounts that are associated to an account group in Journal Transaction screen. Has anyone had this same question come up for project related customers?
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Journal Transaction screen has no subaccount logic from Project/Task Default cost subaccount
Best answer by Laura02
I think I understand what you’re asking for now. I too have a Dynamics SL background.
You’d like a Default Subaccount field (stand alone, not paired with any default account ) located directly on the Project screen in Acumatica.
Journal transactions screen and potentially other screens would then default the Subaccount after a project is typed in, no matter what Account is selected onto the transaction and no matter what the source screen of the transaction (AP, invoicing, GL , etc.).
Please add your idea to the Ideas section of Acumatica Community so we can vote.
Thank you.
Laura
1 person likes this
+19kdudley wrote:
I don’t see any product ideas for having the Journal Transaction screen default to the default cost subaccounts when a client has projects or construction module. It would be ideal to have the same logic as the AP Bills and Adjustments with chart of accounts that are associated to an account group in Journal Transaction screen. Has anyone had this same question come up for project related customers?
Hello
I have not seen many project/construction customers entering project transactions directly in Journal Transactions screen. Can you give us an idea of what types of Project entries could be best accommodated by a Journal Entry?
Are you asking about defaulting Accounts, Subaccounts, or both? Acumatica Chart of Accounts screen does already have connections to Account Groups, but Acct Groups on the COA don’t impact Subaccounts in any way. (The Relationship from Account Number to Account Group is not one-to-one, so adding an Account Group field in GL would not necessarily lead to a defaulted Account number.)
Transactions originating in Purchasing, AP, Time & Expense entry, Project Billing, Project Allocations, Sales Orders/Invoicing do have options for defaulting subaccounts from various places. Below is an example from Projects Preferences, showing sources where we can default subaccounts from on Expenses and Expense accruals.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
+19I think I understand what you’re asking for now. I too have a Dynamics SL background.
You’d like a Default Subaccount field (stand alone, not paired with any default account ) located directly on the Project screen in Acumatica.
Journal transactions screen and potentially other screens would then default the Subaccount after a project is typed in, no matter what Account is selected onto the transaction and no matter what the source screen of the transaction (AP, invoicing, GL , etc.).
Please add your idea to the Ideas section of Acumatica Community so we can vote.
Thank you.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
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