Ability to configure which revenue fields create posting or adjusting transactions
Currently, changes to a number of revenue transaction fields cause adjusting transactions that are not relevant to our posting process. Apparently, there are other organizations that use these fields for generating posting or adjusting transactions. These fields include: Inbound Channel, Revenue Category, and Opportunity, as well as others. Each organization should be able to select which revenue fields are used to create posting or adjusting transactions. Without this functionality, we will have to mark these transactions as Do Not Post or remove the incorrect posting/adjusting transaction from the posting file before sending it to our General Ledger.
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Guest
- Aug 27 2015
| Organization Name (Please enter full organization name) | University of Michigan |
| Reported Version | 4.0 |
Related ideas
We are currently experiencing the issue of having way too many changes creating adjustments, which is creating a lot of clutter on our GL side. Changes to Appeals and other Marketing related fields are triggering adjustments when we don't want them to. So, a configurable approach to this with a list of field options would be an excellent solution.
I like this idea, but would also include fields like appeals. At City of Hope, we have appeals that may impact GLs. it would be great to get this flexibility!