Cash Receipt hitting wrong GL account

Thanks for the suggestion.

 

After further investigating, we have about 5 customers that this has been occurring with since go-live 7-years ago and nobody felt it was worth mentioning.  I've checked everywhere the GL is referenced (Product Groups, Invoice, Company, etc.) and everything looks perfect and I notice nothing different about these 5 customers that are different than the others that are working. 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, September 24, 2014 12:36 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Cash Receipt hitting wrong GL account

 

 

Check the customer group on this customer – then check the Sales Category under the customer group and look at the GL Control.

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, September 24, 2014 7:27 AM
To: 'Vantage Yahoo'
Subject: [Vantage] Cash Receipt hitting wrong GL account

 

 

Still on 8.03.409C/Progress…

 

Finance came to me today with a strange issue.  They did a Cash Receipt;  an A/R Receipt on an Invoice.  They applied the amount received, which wasn't the full amount of the invoice, and the rest was to be a discount.  We do this all the time… They press "Apply with Discount" and then they reviewed the Cash Receipts Edit List and that remaining amount instead of being applied to the "Discount & Allowance" GL account specified in the Company Config Finance Module setup for "Payment Discount", it was applied to the "Purchase Discount" GL account.  In fact, on this Receipt Group we had 5 similar cash receipts with discounts to be applied.  The other customers' discounts hit the correct GL account… only this customer was the anomaly.

 

Nowhere during the Cash Rec process are you able to override the GL accounts.  It only seems to happen to this customer only.  Yet I see no Customer-level override either.

 

Any thoughts?

 

Thanks!

 

Still on 8.03.409C/Progress…

 

Finance came to me today with a strange issue.  They did a Cash Receipt;  an A/R Receipt on an Invoice.  They applied the amount received, which wasn't the full amount of the invoice, and the rest was to be a discount.  We do this all the time… They press "Apply with Discount" and then they reviewed the Cash Receipts Edit List and that remaining amount instead of being applied to the "Discount & Allowance" GL account specified in the Company Config Finance Module setup for "Payment Discount", it was applied to the "Purchase Discount" GL account.  In fact, on this Receipt Group we had 5 similar cash receipts with discounts to be applied.  The other customers' discounts hit the correct GL account… only this customer was the anomaly.

 

Nowhere during the Cash Rec process are you able to override the GL accounts.  It only seems to happen to this customer only.  Yet I see no Customer-level override either.

 

Any thoughts?

 

Thanks!

 

Check the customer group on this customer – then check the Sales Category under the customer group and look at the GL Control.

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, September 24, 2014 7:27 AM
To: 'Vantage Yahoo'
Subject: [Vantage] Cash Receipt hitting wrong GL account

 

 

Still on 8.03.409C/Progress…

 

Finance came to me today with a strange issue.  They did a Cash Receipt;  an A/R Receipt on an Invoice.  They applied the amount received, which wasn't the full amount of the invoice, and the rest was to be a discount.  We do this all the time… They press "Apply with Discount" and then they reviewed the Cash Receipts Edit List and that remaining amount instead of being applied to the "Discount & Allowance" GL account specified in the Company Config Finance Module setup for "Payment Discount", it was applied to the "Purchase Discount" GL account.  In fact, on this Receipt Group we had 5 similar cash receipts with discounts to be applied.  The other customers' discounts hit the correct GL account… only this customer was the anomaly.

 

Nowhere during the Cash Rec process are you able to override the GL accounts.  It only seems to happen to this customer only.  Yet I see no Customer-level override either.

 

Any thoughts?

 

Thanks!