Retain purchase invoice line data on G/L account change
Sparkrock Impact provides the capability for finance users to change the No. field on purchase invoice lines that have Type set to G/L Account without losing user-entered data on the line or that is associated with the line.
On the Purchases & Payables Setup page, when the Retain PI Line Field Values toggle is turned on, Sparkrock Impact preserves user-entered data. When the toggle is turned off, data on the line or that is associated with the line is cleared by default on a No. field change.
To turn on the Retain PI Line Field Values toggle
Select Search (Alt+Q)
, enter purchases & payables setup, and then select the related link.The Purchases & Payables Setup page opens.
On the General FastTab, turn on Retain PI Line Field Values.
Retained and refreshed data
When Retain PI Line Field Values is turned on and you change the No. field on a G/L account-type purchase invoice line, Sparkrock Impact preserves the following user-entered data:
- Quantity
- Direct unit cost
- Line discount percentage
- Line amount
- Unit of measure
- Tax area code and tax liable
- Dimension values
- File attachments that are associated with the line
- Line comments
The following data is refreshed from the newly selected G/L account and is not retained:
- Description
- Tax group code
- Budget category code
- General business posting group
- General product posting group
- Value added tax business posting group
- Value added tax product posting group
The retention behavior applies to all purchase invoices, including those that are generated from approved expense claims. Purchase orders, purchase credit memos, purchase quotes, blanket purchase orders, and purchase return orders are not affected.
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