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!
Best answer by Laura02
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
+19Hello,
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?
Resulting GL Journal Transaction from the Payment Application:
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?
+19Hello,
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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