How to: Edit an Accrual on a Sales Order

When an item is entered on a sales line, the program automatically calculates accrual amounts based on accrual plans for which the relevant customer and sales item are specified. A calculated accrual amount can be edited directly on a sales order before it is posted.

An accrual can be edited on a sales order only if the Edit Accrual on Document field for the relevant accrual plan has been checked.

To edit an accrual on a sales order

1. In the Search box, enter Sales Orders, and then choose the related link.
2. Open the sales order with the accrual you want to edit.
3. On the Lines FastTab, locate the accrual you want to edit. It may be displayed in either the Promo/Rebate Amount field or the Commission Amount field.
4. Click the accrual amount to open the Document Accrual Lines window.

The lines in this window represent the payment accounts that exist for each accrual. For example, if a single accrual has three payment accounts, there will be three lines in the Document Accrual Lines window.

5. Edit the value in the Payment Amount field.

When the sales order is posted, the program will accrue the amounts that have been entered in this window.