• From: Canada, BC, Lantzville
  • Registered: 01/07/2013
  • Posts: 135

Topic: Setting up shipping paid on purchases

I've been working too long on getting FA setup for my business and I *really* should take a break.  I hope this isn't a really dumb question, but....

I'm trying to set-up an item for shipping that I pay to suppliers when I buy supplies.  I do not resell shipping, so I'm trying to set it up as a service.  The Items screen give ms two fields for GL accounts:

  • Sales Account

  • C.O.G.S. Account

I set "Sales Account" to the default "Shipping Shipping Charged Account" as set in System and General GL Setup even though I'm not selling this item.  I set "C.O.G.S. Account" to an expen account called "Postage & Shipping".  However, when I post a purchase from a supplier using the "Direct Invoice" screen in the purchasing module, the transaction posts to default "Inventory Adjustments Account" for the item category I assigned to the item.

I can't set the "Inventory Adjustment Account" because the item is a service, not purchased or manufactured.  If I change it to purchased, then it's going to go to inventory instead of expense when I buy it.

What am I doing wrong or not getting here????

Thanks for any help provided.

Regards,

Chris

chrison's Website

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,107

Re: Setting up shipping paid on purchases

When you create the shipping item, you must select Category 'Service' and Item type 'Service'. Then it should work. At least it worked in my environment.
If you forgot the Item type 'Service' you will have to use phpMyAdmin to change this directly in the DB. FA will not allow for changing (for scurity, but it should be ok to do this here).

/Joe

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Setting up shipping paid on purchases

Wikied it.

apmuthu's Website

  • From: Canada, BC, Lantzville
  • Registered: 01/07/2013
  • Posts: 135

Re: Setting up shipping paid on purchases

Actually, my problem was that I had put an expense code in the "Purchase Account" field when I set-up the supplier.  That field should be set to "Use Item C.O.G.S./Inventory Account" so that FA will pick-up that value from the item instead of posting to the default in the "Purchase Account" field.

I Wikied it in the Help.Items section.

Thanks, Joe, for pointing me in the right direction!

Regards,

Chris

chrison's Website