There is a general practice to assign unique reference once an advance payment / receipt is initiated. The same is referred in final payment to off-set the balance and also assist in rationalizing specific advance given to a supplier or employee for multiple task or received from customer against various sales orders.
A scenairo is there that an employee is given an advance for several events during a particular period such as event A, event B and event C. Event A and C has been held on time and event B is postponed for later time. An employee would like to submit the details of events with bills. Organization have visibility of all pending un-settled advance, including if any partially setted.
there are a variety of methods possible if you do not limit your imagination with a new feature.
using special accounts, custom fields, divisions, projects, non inventory items, etc.
what methods have you tried? and what obstacles did you encounter?
@sharpdrivetek First of all, we have not limit ourself with imagination of new feature. We always try to read Manager’s guidance and seek Forum assistance to understand better process from Manager Team and expert users.
In addition, alot said features are still in operation but we are still unable to pull the details of pending advances as breifed in the above examples. We would appreciate, if you can put some light on how it can be pulled, it may be useful for us and others too.