Selling Parts to the Internal Account Instead of an Internal Customer

When selling parts for internal use, the transaction must be posted to the Internal Sales Ledger account. This ensures the sale is recorded in the correct internal area of the system.

If the parts are sold to a normal customer account that simply contains the word Internal in the account name, the system will treat it as a standard sales transaction. The posting will not appear in the internal area where it is expected.

Why This Issue Occurs

The issue occurs when the account selected during the parts sale is not the correct Internal Sales Ledger account.

Instead, a standard customer account has been selected which includes Internal in the account name. Because this account is not configured as the internal ledger account, the transaction posts to the wrong location.

Example of What Happened

During the parts sale:

• The Internal option was selected
• An account containing Internal in the name was chosen
• The account was not the Internal Sales Ledger account

As a result, the system posted the transaction as a normal customer sale rather than an internal transaction.

Correct Process

When selling parts internally:

1. Create the parts sale as normal.

2. Select the Internal Sales Ledger account.

3. Confirm the transaction details.

4. Complete the sale.

This ensures the parts sale posts to the correct internal area.