Hey! How have you all been?! I've stepped back into my cubicle and will attempt to grace the xTuple Blog-o-sphere once again with something I think EVERYONE may find interesting.
Sales Account Assignments - In the Beginning...
Setting up Sales Account Assignments within the bounds of Site, Product Category and Customer Type is more than sufficient to meet the needs of most organizations. However, in some circumstances a company may sell the same products in many different ways. Depending on how much detail a particular Controller wants to see in the General Ledger, they may have a need to book sales to differing accounts by the Type of Sale or the Region/Area the product was shipped into.
In xTuple, a Customer can only have one Customer Type. Sales Account Assignments can use this Customer Type to drive sales to particular GL Account Assignments based on the Site, the Product Category and the Customer Type. This does run into its limitations... quickly. One work-around in the past was to duplicate your customer. This can make things messy. Very Messy if you have many different ways to Sell a product and you want that detail in your GL. This leads to an Unwieldly Matrix of Sales Account Assignments and Duplicate Customers, Nightmares, Headaches and Nausea. Read more »