Ideas for Acumatica

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Bills, when reversed, and still open, should be auto applied to the reversing document

AP Bills when necessary to be reversed,  the DR document should be immediately applied to the document being reversed.  

Additionally, once the DR (reversing document) is created, the original document should be 'locked' to prevent ANY other reversing documents from being created.   

  • Paul Gilmore
  • Jul 31 2017
  • Shortlisted
  • Attach files
  • Freeman Helmuth commented
    05 May 00:24

    This(or something like it) is very much needed. Correcting documents, whether AP, AR or any other released documents is a real headache right now. And humans make mistakes more than just once or twice.

  • Sergey Vereshchagin commented
    August 15, 2017 08:09

    Should be optional. Not auto applied. Should be an option in say AP setup or Vendor, Auto Apply On Reversal 

  • Mike Lupro commented
    July 31, 2017 04:54

    I couldn't agree more.  One more step to consider:

    When reversing a Bill, creating the Debit Adj, and then auto-linking them together, there is OFTEN a need to re-enter the Bill with corrections.  If the system were to copy the original Bill's data, ask "Do you need to correct this Bill"?, and if YES, auto-switch to the Bills and Adjustments screen and pre-populate the data (But leave the VENDOR ID open in case the Bill was for a different Vendor.

  • and 2 more