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What settings are needed to have a Reason Code subaccount pull from Project?


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It appears the only option for selecting the subaccount on a reason code is from I - Inventory, P - Posting Class, R - Reason Code or W - Warehouse.  How do we indicate that the subaccount should come from the Project settings?

 

If this is not possible, what strategies are you using to solve for this?

Best answer by rena98

This is the reply that I got from support:

We added this possibility to 24R2. 

1. Reason Codes (CS211000)

  • J - From a subaccount associated with the project.
  • T - From a subaccount associated with the project task

2. Posting Classes (IN206000) form

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4 replies

iqraharrison
Captain II
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  • Captain II
  • 511 replies
  • August 29, 2024

@rena98 are subaccounts different from project to project? 


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  • Author
  • Jr Varsity II
  • 17 replies
  • August 29, 2024

Hi there,

Yes, they differ from project to project.  They have a three-segment subaccount structure and any of the three segments can be different per project.  It would not be practical to setup a reason code for each variation of the subaccount structure.

It is related to this issue:  Allow Reason Code to choose Project Task subaccount in Inventory Issue screen | Community (acumatica.com)

I was curious how other people were navigating around it while we wait for the solution to be implemented.

Rena


iqraharrison
Captain II
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  • Captain II
  • 511 replies
  • August 29, 2024

@rena98 thats where i was going too, possibly creating different reason codes for the different variations but that sounds clunky for sure!

I would upvote that idea if you haven’t already but it sounds like the only option would be customizing the system to include project subaccount. 

could you possibly set up a business event to reclassify the transaction lines to the correct subaccount from the project after the initial transaction has posted? only thing is, i dont think this would update the project transaction 


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  • Author
  • Jr Varsity II
  • 17 replies
  • Answer
  • August 30, 2024

This is the reply that I got from support:

We added this possibility to 24R2. 

1. Reason Codes (CS211000)

  • J - From a subaccount associated with the project.
  • T - From a subaccount associated with the project task

2. Posting Classes (IN206000) form


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