Enlund
CONTRIBUTOR ***

SalesOrder towards branches gives wrong cash account

by Enlund

Hello,

When posting SalesOrders using the body below, the cash account is automatically set to 1930, although the default is 1932 for the specified branch. When creating the same order in the GUI, the account 1932 is set automatically.

 

{
	"lines": [
		{
			"salesOrderOperation": {
				"value": "Issue"
			},
			"freeItem": {
				"value": false
			},
			"shipComplete": {
				"value": "BackOrderAllowed"
			},
			"completed": {
				"value": false
			},
			"markForPO": {
				"value": false
			},
			"branchNumber": {
				"value": "2"
			},
			"operation": "Insert",
			"lineNbr": {
				"value": 0
			},
			"inventoryNumber": {
				"value": "OAS57350"
			},
			"warehouse": {
				"value": "1"
			},
			"quantity": {
				"value": 10
			},
			"unitCost": {
				"value": 500
			},
			"unitPrice": {
				"value": 1200
			}
		}
	],
	"orderType": {
		"value": "PF"
	},
	"hold": {
		"value": false
	},
	"date": {
		"value": "2021-06-18T06:17:43.663Z"
	},
	"requestOn": {
		"value": "2021-06-18T06:17:43.663Z"
	},
	"customer": {
		"value": "10240"
	},
	"currency": {
		"value": "SEK"
	},
	"description": {
		"value": "Frida test API"
	},
	"branchNumber": {
		"value": "2"
	}
}

 

2 REPLIES 2
Yıldırım
VISMA

by Yıldırım (Updated ‎18-06-2021 18:03 by Yıldırım VISMA )

Regardless of the Main / Active branch, 

 

  • Payment method is inherited to the Sales Order> Payment Settings, by default, from the customer's default payment method.
  • The cash Account associated with the customer payment method is filled in automatically with the cash account specified as the default for the selected method.

customer_pmethod_cash.png

Could you check this out and inform us what is set as default on the customer ? 

Additionally,

  • please control whether "Inter-branch transaction" functionality is enabled in the ScreenId=CS100000 or not ? 
  • please check the status of "Restrict branch visibility" in the desired CashAccount (ScreenId=CA202000)

    restrict_Cash accounts.png

Thanks.

Yıldırım
VISMA

by Yıldırım

Hello Jonas, 

we'll look into it and get back to you soon.