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CA302000: Automatically release “adjustment” entry during bank reconciliation

ISSUE CA302000 Automatically release adjustment entry during bank reconciliation STESPS TO

STEPS TO REPRODUCE Checked Sev/Pri Replicated in Advanced

  1. Login to Advanced, go to > Finance > Cash Management > Manage > Reconciliation Statements (CA302000), click Create Adjustment

  2. Enter the relevant information

  3. Note the transaction is added to the list but its status is un-released

  4. Click at Original Doc Number and release the transaction

  5. The Refresh button does not seem to work as the line still says the entry is un-released

  6. The user must click on the Reconciliation Statement link to get the page to refresh and show the Released entry

IMPACT time consuming to manually process. Cumbersome to use with no real efficiency in processing.

WORKAROUND Click on the document number to release the transaction

EXPECTED RESULTS Configuration to allow the ability to select auto release when "Adjustment" activated.

  • Ada Jin
  • Aug 10 2015
  • Attach files
  • Wileyska Sandoval commented
    26 Mar, 2019 03:52pm

    there are 2 more ideas posted asking for the same thing. One of them posted 2 mos. ago, ACU-I- 1948

  • Ada Jin commented
    10 Aug, 2015 12:39am