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Hello! When merging accounts with completed/pledged opportunities, Accounting Subledger is creating ledger entries for "Account Change" on those opportunities. We do not want to generate ledger entries when accounts are merged. Any ideas on how to tackle this? 

4 answers
  1. Feb 23, 2023, 8:16 PM

    @Melissa Nesbitt, we are dealing with the same question. We have a filter like what @Rick Houston mentioned.  It's a custom field on the Opportunity object, "Exclude from ASL" and we use it as a filter on ASL settings.  My concern about that approach for merged duplicates is that it forever excludes the Opportunity from ASL, but it could have an adjustment in the future that's significant to ASL.  So, we've been letting ASL create the Ledger Entries, then marking them as Denied.  Also not ideal!  It would be nice if ASL had a setting to signal whether a change of Account/Contact on an Opportunity is significant to ASL for our org.

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