Ideas for Acumatica

Important! Please note that we do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive.
This portal is for product ideas and feedback only. If you need customer service assistance, please contact your Acumatica Support Partner or submit a support case.  You can also get assistance from community resources:  LinkedIn Group or StackOverflow
No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal. 

The ability to credit transactions between Customers and Suppliers

ISSUE
Would like the ability to credit transactions between Customers and Suppliers.


SUPPORT NOTES
The linkage is already possible to link a Customer card with a Supplier card using the Business Account as an intermediate (the data itself is basically stored in at least one field on the Business Account that the Customer is linked to the Supplier) as well as the details for all created transactions coming from the one Business Account. Given the current linkages between Supplier and Customer accounts, would it be possible to pair off existing, outstanding transactions against each other?

 

IMPACT
  1. Would assist with time taken in processing transactions between companies that trade both as Customers and Suppliers.
  2. Provides another good selling point for Advanced Business.

 

WORKAROUND
Have a dummy GL account/Cash Account to write transactions off against (as it is essentially a cashless transaction)

 

EXPECTED RESULTS
A grid or some similar screen where transactions could be picked/chosen off against each other, closing off those transactions and potentially giving a surplus value to be created as a Credit/Debit memo (which can then be kept as a debit/credit or have a refund applied separately).
  • Ada Jin
  • Feb 23 2015
  • Future consideration
  • Attach files
  • Sergey Vereshchagin commented
    August 15, 2017 08:23

    Ok, third AP/AR netting request. Voted!

  • Sergey Vereshchagin commented
    September 24, 2018 03:30

    Why this feature is always dragged out? Why we leave this to resellers customizations? Most of the competitors have it already and every single prospect is asking for it!

  • Jeffrey Patch commented
    March 09, 2019 01:17

    Yes this is a very common requirement and a common feature in competitive ERP solutions.