I've run across 2 issues I wanted to ask about, but I assume I'm not the only one with these questions, so I thought I'd post them here so everyone can benefit from the answers.
The first question is regarding bank rules + Record source type. In the BDC settings, you can specify default record source type as Cash Disbursement or JE Line for Cash Out and Cash Receipt or JE Line for Cash in. In the bank rules, you can specify a record source type at the top of the record. I thought this was to define which type of record you wanted the bank rule to create - a Cash Disbursemet/Receipt or a JE Line, but it appears to be a filter on which to match, and it will only find your transaction if you match it to the default record type you set in the settings. And it does not appear that there *is* a way in the bank rules to set whether you want it to create a JE Line or a Cash Disbursement/Receipt. Is that correct? I.e. The default transaction for Bank ABC is Cash Receipts and Cash Disbursements, but there are some transactons that will always be cash transfers, so I want to import those as JE Lines, but I can't set that up in my bank rule, and just have to remember to switch the record type before I hit add. (?)
Second question is regarding posting records created by BDC. Cash Receipts are easy because the auto-post, but cash disbursements and journal entries are not as easy. Journal entries, at least, can be posted from the JE list view, but Cash Disbursements can only be posted one at a time, or in batch from the cash disbursement, but it looks like BDC creates 1 CD per CD-Batch - even though they have the same name if they were created at the same time. This makes posting the Cash Disbursements a real PITA. I know there is the scheduled post job that people *can* turn on, but for large organizations with lots of activity, they're not willing to automate it across the board for every object. Is there any likelihood of getting a post/unpost button added to the cash disbursement list view page? And/Or is there any posibility of enabling an auto-post feature for records created from BDC?
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