Missing Account selection possibility

[Frankie]

Here is how it’s occurred.

1. A while ago i created a Non-Inventory-Item,
   

   

2. I’ve created a Sale-Order and used this Non-Inventory-Item,
   

   

3. I’ve copied the Sales-Order to a New-Purchase-Order,
   

   

4. From the Purchase-Order I’ve copied to New-Purchase-Invoice,
   

   

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As from step 2, when you copy to New-Sales-Invoice, you also can’t choose the account (greyed out) but it is visible,

[Tut]

The behavior was caused by the fact your non-inventory item was checked only as This item can be sold, not This item can be purchased. So when you copied the sales order to a purchase order, the non-inventory item was lost, even though the Description carried over. (Descriptions are data entry shortcuts. They can be edited independently from the Item, and therefore can be preserved independently.)

The key to understanding what happened is that the Account field was originally determined by and associated with the non-inventory item, not the sales order. And purchase orders do not include account designations, even if they include items. So, by the time you got to the purchase invoice, there was neither an item nor account associated with what was, by then, a stray description.

So this is not a bug, but a reflection of Manager’s design philosophy of preserving data. What you saw was a description that proceeded through your workflow independent of any item or account information. That description tricked you into thinking everything should have carried through. Instead, the critical non-inventory item information (specifically including the account designation) had been filtered out at the first copying from sales order to purchase order.

Here is the good news. If you edit your non-inventory item by checking the box to allow purchasing, all the missing fields and information on your existing purchase order and purchase invoice created by copying will magically appear.

[manishkumarshivam]

sounds like deal @Tut

[Frankie]

I was using the non-inventory-item in the wrong way. I ended up just by removing this non-inventory-item so the problem is solved. I don’t think i totally agree with this way of Manager’s design philosophy but that’s just my opinion. With that being said, thanks a lot everyone for your input and comments.