An Item has a blank sales account number (for PO's).
This error can occur when the GL mapping is missing from the Setup Tables in ConnectWise. & relates to the Income category of the product used in the Purchase Order.
Error Text: An Item has a blank sales account number.
Information you'll need..
1. Purchase order number & relating company name from relevant purchase order in ConnectWise that has caused the error.
Steps to take
From the Products section of the Setup of ConnectWise follow these steps:
1.1 Search for the product (from the Purchase Order that has caused the error). Take note of the Sub-category number of the product.
From the Setup Tables section of ConnectWise follow these steps:
2.1 Search the Tables for GL Accounts & click into it
2.2 Search the Record for the Sub-category number you took note of in 1.1
In this example, this needs to be a Revenue-Product/ Products: SubCategory/ 7.4 PROJ Consulting Service [I10}
2.3 Select an existing record that has the same Sub-Category & take note of the account numbers, then click Create New
2.4 Fill in the fields & save/close (this is the GL mapping)
2.5 Refresh by clicking Search. The account you just created will appear.
From the Purchase Order screen in ConnectWise follow these steps:
3.1 In ConnectWise un-receive the PO in the Purchase tab of the Purchase Order by un-ticking the check box, then click Save
3.2 In the Products tab of the Purchase order un-receive all the products by clicking into them individually (changing them back to Open). Un-tick the check box, delete the Packing Slip, delete the Received Qty & Save
4.1 Go into the ConnectWise Accounting Interface screen & click on the Open Batches tab
4.2 Enter the Purchase Order number with asterisks on both sides & click Search
4.3 If the PO Batch appears click Delete
5.1 Go back into the Purchase Order screen, refresh the screen by clicking Search & then re-receive all products in the Products tab, closing the Purchase Order
6.1 Re-sync the PO to Xero