Hi, I am doing a testing about the Update Sub. on Order Owner Change function at Purchase Order preferences for future used.
So, how does it work? is that when I change the owner of the purchase order, then the expense sub will change based on the department setting?
However, when I change the owner to other department, the expenses sub. will not change, can anyone explain to me how this feature works? Thank you.
Best answer by SankaPeiris07
I was able to investigate this configuration and tested the steps below in sales demo.
Step 1 - On the purchase order preferences, Enabled the feature Update Sub. on Order Owner Change
Step 2 - On the accounts payable preferences screen, under data entry setting, set the combine expense sub to EEE-EEE
Step 3 - On the employee screen , review the expense sub account
Step 4 - Create the purchase order with owner. Example, Michal Bujacek who has expense sub 000-000
Step 5 - Now you should be able to change the owner from Michal to Maxwell baker, for example, where the sub account should automatically change from 000-000 to 000-CON which is the expense sub of the new owner.
+15Not used this feature but have you checked the posting class on the Expense item is set to get its sub account from the Owner
Not used this feature but have you checked the posting class on the Expense item is set to get its sub account from the Owner
Where can I set the items to get the sub from the owner? I cannot find any of this kind of feature in items or posting class.
I was able to investigate this configuration and tested the steps below in sales demo.
Step 1 - On the purchase order preferences, Enabled the feature Update Sub. on Order Owner Change
Step 2 - On the accounts payable preferences screen, under data entry setting, set the combine expense sub to EEE-EEE
Step 3 - On the employee screen , review the expense sub account
Step 4 - Create the purchase order with owner. Example, Michal Bujacek who has expense sub 000-000
Step 5 - Now you should be able to change the owner from Michal to Maxwell baker, for example, where the sub account should automatically change from 000-000 to 000-CON which is the expense sub of the new owner.
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