Answer: These are example transaction that will auto generated when user had set Automated Accounting setting for CRM and Procurement module. Refer table below :
No. | Module | Action(s) Required | Accounting Transactions |
1 | CRM Invoice – Issue Invoice | Finalize Invoice | Dt Debtor Account |
2 | CRM Receipt – Issue Receipt | Finalize Receipt | Dt Bank Account |
3 | Procurement – Receive Invoice | Finalize Received Invoice | Pricebook with Inventory (track stock) Ct Creditor Pricebook with no inventory (does not track stock) Ct Creditor Mixed Pricebook (track stock and does not track stock) Ct Creditor |
4 | CRM Delivery Order – Generate Delivery Order | Finalize Delivery Order | Ct Inventory Note: This is only applicable for pricebooks with inventory. No accounting transaction will be generated for pricebook(s) without inventory tracking. |