Use/Spend stock for internal purposes
I am interested, when company is spending stock for internal purposes, for example A4 papers, which they have in warehouse stock, how this transactions should be recorded in Acumatica?
I wander how the system get correct expense accounts and dimensions (subaccounts)?
I am trying to use Inventory Issue document with a line type "issue", where user or system by default specifies "Reason Code" for each line. This kind of document will generate following transaction:
- Debit Account: Account specified in Reason Code
- Debit Subaccount: right now it doesn't take subaccount from reason code, any idea?
- Credit Account: Inventory Account
- Credit Subaccount: Inventory Sub
It is little bit confusing, because when I am spending my stock, I would like to specify expense account and related dimensions by Item and employee or department who is spending stock.
Another option which I tried, was Inventory Issue with "Debit Memo" type. In this case reason code is not required and system takes expense account from inventory (COGS account) and subaccount based on Posting Class configuration. To achieve my goal, I'am thinking to add employee and department on Issue document transactions details and add options on Posting Class to get subaccount from this objects and use "Debit Memo" type for it.
What is best practice, what kind of experience do you have? any suggestions? should i do this kind of customization or there is any possible workaround?