Product Suggestions
Add a new idea Subscribe
Categories Unleashed
Created by Guest
Created on Oct 4, 2023

RELATED IDEAS

Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SPA-I-2622 Create Magic Matrix records based on Delivery Address.

Support Invoice-to ledgers for Unleashed Merged

For the situation where a customer has a main ledger they use for order processing for multiple smaller elements who place the orders.

There is no Magic Matrix or Sales Transaction data for these smaller Companies as all of that data is used by the Sales Ledger itself.

  • Admin
    Andrew Ardron
    Reply
    |     Dec 7, 2023

    Unleashed doesnt have the concept of "invoice to" ledgers like Pegasus Opera or other systems do so there's no real way to do this.
    We are currently experimenting with RFM by delivery address though. if that works well we may consider doing the same for Magic Matrix. So, we've merged this with that suggestion.

  • Guest
    Reply
    |     Oct 9, 2023

    Where you have one sales ledger and multiple companies using the same ledger for invoicing.

    On the Matrix you need to be able to see separate data for each of the companies within that sales ledger.

    Maybe using the company delivery addresses cld be a solution to this in order to pull the data through to the Matrix????