Sales Accounting:-
Demo Records:-
Item : Plus Ulra Cards
Customer Account : Plus Ultra Productions
Division Setup Priority :-
User Setup
Account
Show User setup Field / Account Division Field
"By default, Division will populate from User setup and if not available then Account"
Create New Sales Order :-
Customer : Plus Ultra Productions
Item: Plus Ulra Cards
Warehouse : Main (Inventory available = 20,000)
Division should appear (On Save sales order action )from User setup:- AdMagic
Create Shipment, Post and then Create Sales Invoice
Sales invoice fields visibility
Division is populated
Payment processor is populated based on division
Post Sales invoice
GL Varaible on GL entry is populated
Billing is create and on billing lines division is populated
Payment link should populate based on create billing ( Currently the payment link on Billing is not being generated)
On Sales invoice "Send documents" email functionality:-
Payment link will be emailed in body ( Configured)
Division can be viewed on all PDF's'
Purchase Accounting:-
Create Purchase order
Use Vendor = Yongle Printing
Use Item = Plus Ultra Pack Case
PO Division Visibility
Division gets populated from User setup
If Division is empty, it will populate from account
Create Receipt , Post and Create Purchase Invoice
Division will be populated on Purchase order document
Purchase lines will also have divisions
Upon posting, GL entries will be populated
On Payable record
The division is popoulated on transactions
Questions / Concerns?
Do you share items across different divisions?
AR, AP, how to run financial statements.....