Blocking Users from Adding Serial Number of Sold Items to a WO or AP Invoice
I would like to suggest a way for SoftBase to prohibit users (employees) from posting AP
items or service invoices (WO) to already closed out and sold inventory in our
customer inventory database.
For example: If we sell a product in February, the invoice is posted in February, which closes out the inventory to our customer database. There should be a way for us to prohibit our employees from posting a service WO or AP invoice to that specific "sold" equipment, as it is no longer in our inventory.
What we are finding is, we are accruing costs to our accrued account for specific charges and then these charges are being applied to the equipment in customer inventory leaving a cost on equipment already sold and gone. We then have to run a report to catch these costs and do alternate journal entries to brings costs to the correct GL's whether accrued or an expense account.
Having SoftBase flag these sold equipment profiles as SOLD and unable to post these charges to our sold items would then redirect our employees to investigate where these charges should be entered and would prohibit costs to accrue in the background. Therefore, this would increase accuracy in our accounting systems.
Jessica