Previously we used distribution codes in Accounts Receivable. We have now added Order Entry. Is there a way of having Order Entry recognise the distributions used in Receivables so that when we retrieve from Order Entry directly into Receivables our GL distribution is maintained?

Hello CPS,

When you start using OrderEntry, the credit entries to the sales accounts are generated by the order entry modules from the items you place on the invoice. You shouldn't have any further need of sales distributions in Receivables.

What we are really trying to do is instead of just having one account called Sales Revenue is to show the revenue from the different products line. For example our beverage line vs our hardware vs. our produce etc.

Inventory Categories allow you to assign different revenue accounts to different product lines.
The sale will then be automatically assigned by OE, based on the category to which the Inventory is assigned.

If you are using OE alone, without Inventory, use the categories in OE to assign the GL accounts.

We are using Inventory with OE. Is it possible also to assign sales by customer type i.e. retail sale vs wholesale vs consignment?

By "assign sales by customer type", do you mean to assign this revenue to a different g/l account? If so, then the easiest way to do this is using a location for each type of sale. Locations can be assigned department codes, and the code will be added to the item's account number when the item is sold from a given location.

Having said that, I should caution you about trying to do sales analysis (customer by product, etc) in your general ledger. You will end up with a very difficult chart of accounts to maintain. It is better to use the g/l as a summary of the sales you have made, and use Adagio SalesAnalysis for a full and complete analysis of "who's been buying what".

As this is really becoming more of a technical support thread, I'm moving the topic into that forum.