Correcting a Branch on a Cash Purchase

When creating a Cash Purchase in Acumatica, it is important to ensure that the correct branch is selected.  The cash account must be properly setup for the selected branch.

If a Cash Purchase is displaying an error message, it may be due to a mismatch between the Branch and Cash Account. Edits cannot be made if a Cash Purchase is in Printed status.  To make changes, first change the status to Pending Print.

Process

1. Select the correct Branch on the title bar that the Cash Purchase should be associated with.      
2. Go to Payables > Release Payments.  Cash Purchases will appear here along with regular checks.
3. Set the Action to Reprint, and be sure the checkbox for the Cash Purchase is checked.
4. Click Process. This will move the Cash Purchase back to Pending Print status, allowing it to be edited.    
5. Return to the Cash Purchase. It should now show a status of Pending Print.
6. On the document line, change the branch to the correct one.  
7. If the correct Branch is not available for selection, delete the line (be sure to note all details first), then re-add the line using the correct Branch and re-enter the details.
8. Print the Cash Purchase again.  After printing, the document can be RELEASED.

NOTE: This process applies only to Cash Purchases. Other payment methods are processed after the AP Bill has been released. In contrast, Cash Purchases release the AP Bill and payment simultaneously.

For information on other payment methods, refer to the Correcting Check Payment Pro Guide.