Scenario
When creating a Journal Entry, user can specify on the Name field the supplier or Customer at the line level. In some instance, a particular entity may not be listed or found from the Name drop-down menu.
Example:
1. Navigate to Transactions > Financial > Make Journal Entries
2. Subsidiary: Select Company A
3. Notice that Currency field is automatically set to USD (the primary currency)
4. Under Lines tab, add a row with these details:
Account: select an Account
Name: unable to find the entity
Solution:
This is due to the Entity Record uses a different currency. For example:
If supplier uses only British Pound currency. To resolve, user may either do the following:
- Select a Currency applicable to the Entity under the Currency field of the Journal Entry
- In the above example, set British Pound under Currency field
- In the above example, set British Pound under Currency field
- Add Required Currencies on the Entity Record
- Edit Supplier record of Supplier
- On the Financial tab > Currencies subtab, add a row and select US Dollar