Item Account Code not Overriding Contact
I have created a Supplier contact that I have defined a default account code for. I have also created Items which have their own 'buy' account code. When I add the Items to a bill for the Sup...
Forum Discussion
Hi DuncanKinnear,
When you've set up both a default account on the supplier card and an account on the item, the system will usually follow the supplier's default account code. It doesn't switch over to the item's account code when you add it to a bill. If you'd like the item's account code to flow through instead, you'll need to enter the bill using the Services and Items layout instead of just Services so it picks up the "buy" account linked to the item. Otherwise, the supplier's default will take priority.
Here's a handy link that steps you through setting it up: Set up purchases.
If it's still not playing nice after that, best bet is to jump onto our live chat support through our virtual assistant, MOCA, or submit a case via MyAccount so the team can take a closer look.
Regards,
Sai
If you'd like the item's account code to flow through instead, you'll need to enter the bill using the Services and Items layout instead of just Services so it picks up the "buy" account linked to the item.
Also, our "Purchase Settings" already has "Services and Items" defined, and the Item account code doesn't override the Supplier default.
Here's a real example:
This Item has been defined as "Consumables":
But when I enter it in a Bill, it comes up as "Feeds", despite the purchase using the "Services and Items" layout:
From what you are saying, this actually looks like a bug.
Hi DuncanKinnear,
That actually makes a lot of sense. The software usually grabs the item’s linked account first before using the supplier’s one. It might be worth double-checking the item you’re using. Sometimes, the linked account set is for selling instead of buying.
If the linked account for purchasing looks spot on and the problem’s still hanging around, best to get in touch with our support team. You can chuck us a support ticket through MyAccount or have a quick chat with our virtual assistant, MOCA.
Regards,
Genreve
