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Sales Item Map

For Every Stock item you can choose which account it can post to

if you have ten items on an invoice and 1 sis selected with sales item mapping it will not follow the posting of an invoice but it will follow the setup done on item mapping

This manual shows one how to setup Sales Item Mapping

Go to Debtors Module > Configuration > Add. Debtor Properties

Click on the tab for Sales Item Map, click on search to check current setup Sales Item Mappings.

 

 If Mapping does not exist or new one to be created.

Click on the Add button to add a new Sales Item Map

 Input the relevant field mappings required

 

 Field definitions

Invoice Group

Select the relevant Invoice group category

          This can also be found under the Invoice Group Tab

Stock Item This is the service line item which is show on the lines of the invoice

Sales Account Insert the relevant sales ledger account

 Once setup the Mappings will appear on the grid

 

 The Invoice layout shows you which data the system looks at to execute the mapping rule

 

 Therefore the result will be as follows

 

 Trouble shooting Revenue Unallocated

 This happens when there is no Sales Item Mapping Link

You can check in the following places

1.

2.

3.

1Invoice line detail

2Related transactions

3Income statement detail lines

 Invoice line detail

Check the invoice lines and then check on the Sales Item Mapping section to see if you have matches.  If not you will need to setup

When this occurs one must check the invoice line details

 Income statement (Financial Performance) reports

 Run the report and print to screen

If you have amounts in the Revenue – Unallocated GL ledger, it means there are sales mappings missing.

Therefore the system will default to the default GL Links setup account.

 Check the detail of the invoices that make up the Revenue – Unallocated by clicking on the name to get the detail.

 You will now see all the invoices that make up the value of the sales revenue posting.

 Now click on the Reference line of one of the invoices to see the detail of the invoice

 Go and check the following information on the invoice

Invoice Group + Service Code = GL Account (Sales Mapping setup)

 Go and check the Sales Item Mapping grid to see if the Map exists, if not create a new one.

NOTES

Once mapping is setup, next import or manual invoice will follow the sales item mapping rule.

 Existing Revenue – unallocated posting in books

One will have to clear this account with a General Ledger Journal and allocate the values to the relevant Sales Revenue accounts.

 One needs to check on a monthly basis that this account does not have any values.