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Hi,

I want to use a specific account from the chart of accounts to be used for the POS, not the standard one.

  1. created a new Point of Sale
  2. created a new Journal: Point of Sale 2 (POSS2) and used the Default Accounting form field: I selected the specific account from the Charts of Accounts
  3. Point of Sale 2 settings > Accounting > Journal > Orders > set Point of Sale 2.

Testing:

  1. Opened the new Point of Sale session
  2. Bought something
  3. Closed the POS session
  4. Opened the session ID:
    1. Opened the booking which had the newly created shortcode POSS2, but the account is not the one I have set in the default accounting form field.


Someone has any idea?

Thanks




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Best Answer

Hi Sebastiaan


Did you also set your Journal POSS2 as default journal in your Settings?

not POS.config but going to settings in the POS module, select the right POS above


and then the default journal

let me know if that helps you

Warm regards

Daniel

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Based on your screenshot, I could imagine that you have set specific accounts on Product categopry or product level
The account in the journal acts as fallback in case nothing is defined, in Product, category or Fiscal position

can you check?

Author

YESSS, that was the problem. The product category was linked to the specific account.
I overlooked that option, because I used the sample data from ODOO to test the Point of Sale.

Many thanks Daniel !

Have a great day

Author Best Answer

Hi Daniel,

Thank you for your prompt reply. 

Yes, I have set the POSS2 as default journal in the settings. That was my step 3 :-)

As a result, my booking shows the correct shortcode POSS2. When I change it back to the default Point of Sale (in orders), I have the POSS shortcode. So I believe the Journal is linked correctly, but it's not using the specified account.

Best regards

Sebastiaan


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Hi Sebastian, I just commented on my previous answer, can you check?

Best Answer

Can you provide some screenshots of

POS Config and res.setting

Journal setting

POS Journal booking 

maybe I can help better if I see the datam actually I'm in assumption mode :D

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