For revenue being recognized up front (before payments are made) it seems ASL requires "Ledger Entry Creation Active" to be checked in order to generate Allocation ledger entries.
When the out-of-box Accounting Set (Default) is enabled, this checkbox is automated, and gets checked automatically when the gift moves to a "Committed" stage (as configured in Stage to State mappings).
However this automation does not happen when a custom Accounting Set is enabled - even if it's an exact replica of the Default set. I'll move the Opportunity to a committed stage, but no check appears in "Ledger Entry Creation Active" and no ledger entries get created.
I'm not sure why this is, but for the moment I'm thinking of using a flow to check that box automatically based on stage, so we can get ledger entries out. Any downsides to this? Is there any explanation behind why this behaves as expected for the Default accounting set, but not for nearly identical custom ones?
Hi Trevor,
I recommend you set it to active once you expect to receive the revenue, and then leave it set. If you later lose the opportunity, etc. you would check written off rather than unchecking this checkbox. If you uncheck the checkbox, it would just not generate additional ledger entries.
Hope this helps!
John Brandolini
