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Answer

Updating Posting class on a part with open sales lines

  • November 20, 2024
  • 3 replies
  • 53 views

cmoreland
Semi-Pro III
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I want to update the Posting class on about 3000 parts. Many have open Sales Orders. When completing these orders i want them to post to the new accounts. Do I need to recreate those lines? or will it roll up at the time of invoicing? 

Best answer by darylbowman

Since the Sales Account is stored on the SOLine, the account will not update for existing SOLines.

3 replies

darylbowman
Captain II
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  • Answer
  • November 20, 2024

Since the Sales Account is stored on the SOLine, the account will not update for existing SOLines.


Laura03
Captain II
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  • Captain II
  • November 21, 2024

To confirm Daryl’s answer, you might test your change with one Sales Order through to Invoicing in your test tenant.

Laura


cmoreland
Semi-Pro III
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  • Author
  • Semi-Pro III
  • November 22, 2024

In testing, the invoice process stuck to the plan as it was listed on the line. It's kind of what I was afraid of.