Macola AR Accummulators

[tdeast]

When a write off is done thru sales as a credit memo it reduces the ytd accummulator by that amount thus unrealalistically reporting sales. How Can we stop it from adjusting the ytd figures and if we do it by checking the write off box and enter the invoice # how can we control the account and amount to be written off??

 

[SusanD5320]

If you check the Write Off? box thru the A/R Enter Sales Txn screen, the account used is defined in the A/R Setup. Doing a write off does not affect the sales accumulators. The amount written off is whatever the open balance is on the Apply To entered.

Another option is to not use the write-off check box and enter the amount to be written off in the Misc Chrg field. You can still enter the Apply To and you control the amount. This will not affect the sales accumulators and you can enter distribution accounts on Page 2.