x Want to participate? Join the group to interact
New

Thank you for adding this item to Sage City Ideas Hub.  Open for voting.

Revenue Nominal Account - Sage 200 Standard/Education

Would it not be better practise for the purchase and sales orders to use the nominal codes for the relevant stock item rather than use the defaults against the customer / supplier?  We are a multi-disciplined company with several department and it is not practicable to have a different customer / supplier code for each part of the business.  We would prefer to see the sales / purchase orders collect and process the information from the nominal code / product group rather than defaulting it to the customers suppliers code where it is giving all extra work to correct this.,

DarenW
  • in reply to DarenW

    Sales Order Processing / SOP Utilities / System Set Up / SOP Settings / Default Accounts, 

    or Invoicing / Invoicing Utilities / System Set Up / SOP Settings / Default Accounts, 

    SOP Settings

    If it's not on your menu, the "SOP / Administration / SOP Settings" feature probably needs authorising in System Administrator

  • in reply to Geoff Turner

    Thank you Geoff

    Where do we find these options?

    "Use nominal code as Stock Item"

    "Use same cost centre and department as customer"

  • in reply to DarenW

    Sorry, didn't understand a lot of your terminology; eg when you mention "several department" I thought you mean nominal departments, and "the information from the nominal code / product group" had me really confused!

    Anyway just set "Use nominal code as Stock Item" and don't tick "Use same cost centre and department as customer".  It'll then use the NL account/cc/dept from the stock item details and ignore anything on the customer record.  Ditto POP.

  • in reply to Geoff Turner

    "Please explain exactly what you need then!"

    I did in my opening request.  

    As an example, we have a customer where the majority of their purchases are for products under a nominal code of 4000 CC / Dept , but sometimes they order spares from another part of our business which will have product codes of 4001 & 4002 and different Cc / Depts.  What then happens when the SOP is processed for products with the 4001 & 4002 codes is that it posts the parts to a suspense account because it doesn't pick up the correct  nominal codes & CC / Dept for the products.  This is very time consuming when we have loaded a SOP with 120 lines of which the majority could be in the suspense account.

    The same happens on POP for purchases.

    Surely, if would be better if Sage processed the SOP & POP to the correct nominal codes for the products that they are loaded as and not to the Customer / Supplier account codes ?  

  • in reply to DarenW

    Please explain exactly what you need then!  Are you talking about the Revenue, Stock or Cost of Sales nominals?

    Do you mean that the nominal codes for same item to the same customer should differ depending on something else; eg. which department of your company is processing the order?

    As standard, you can take the revenue NL account from either the stock item or customer. If you take it from the stock item, you can still use the CC/Dept from the customer.

    You can't take any part of the NL code from the product group or supplier.

*Community Hub is the new name for Sage City