Ideas for Acumatica

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Re allocations but leave the source account alone

In the consolidated company we use allocations to distribute overhead costs to different sub accounts. However we want to keep the integrity of the values representing the subsidiaries (as branches) so we place all the adjusting entries in a separate "Adjustment" branch. What we would like is for the allocation process to do the reallocation but instead of taking the values from a subsidiary branch (source) it takes them (normally a credit) from the adjustment branch. The source values will still be based on the values of the accounts in the subsidiary branches but the actual entry will not be made against the subsidiary branches.

  • James Morgan
  • Sep 15 2020
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