A/R Receipt Adjustment Optional Fields poplar_adjpromo - tailored

Add optional fields to the A/R Receipt Miscellaneous Adjustments, display them in the Miscellaneous Receipts pop-up screen grid, and propagate them to the G/L when the receipts are posted and processed.

A/R Miscellaneous Adjustments do not have optional fields by default. This customization allows you to add as many optional fields as you need to the view. All configured fields are displayed in new columnds added to the miscellaneous adjustment grid.

How does it work?

The A/R Receipt Adjustment Optional Fields customization allows optional fields to be assigned to A/R Receipt Miscellaneous Adjustments. Configure an optional field like any other, along with default values and validation lists, and use the customization to assign them to Miscellaneous Adjustments.

Create the Promotion optional field with validation.

Assign the Promotion field with a default of Promotion 1.

All configured optional fields are automatically displayed in new, editable, columns of the Miscellaneous Adjustments pop-up screen grid so they can easily be managed in-line with the adjustment details. Defaults are automatically applied, and validated fields have a finder and validation before write.

The Promotion columns is added to the adjustments grid.

When the adjustments are posted, the optional fields are propagated to the G/L entries.

The G/L Journal entry for the adjustment with optional fields set.

The Promotion optional field as been set on the entry.

Any number of fields can be configured, using either validated or free form fields.

Any number of new fields can be added: here we have free form notes.

Pricing

The A/R Receipt Adjustment Optional Fields customization must be tailored to fit the customer environment. There is a one-time development cost in addition to the base cost for the customization. For a free assessment and quote, contact us.

The A/R Receipt Adjustment Optional Fields customization is offered either on a monthly subscription or a perpetual license.

For more information or to buy a license, contact us.