Why the entity name is not available under Name Column When Entering a Journal Entry Line

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:

  1. 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
  2. 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

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