Momscode-AMSECC Deposit Request Customization

Deposit Request is Customized in the MOMS_Genix App.

prerequisites

1. Moms Custom Settings

   • Set default Deposit Request Account for Deposit Request in Moms Custom Settings.
2. Accounting Dimension
   • Create an Accounting Dimension for the Deposit Request document.

Deposit Request Customization

• Fill in all the necessary fields in the Deposit Request form.
• The value of the Account Head field is automatically fetched from Moms Custom Settings.
• Ensure that all mandatory fields are completed before submitting the form.
• Once the form is completed, click Submit.
• Upon submission, Create -> Journal Entry button will appear at the top of the document.
• When the Journal Entry button is clicked, a Journal Entry will be automatically created.
• Once a Journal Entry has been created from the Deposit Request, the "Create" button will be disabled to prevent duplicate entries.
• This ensures that only one Journal Entry is created per Deposit Request.
• In the generated Journal Entry, the Bank Account (determined by the selected Payment Mode) will be credited.
• The Account Head (as specified in the Deposit Request) will be debited.
• The Journal Entry created from the Deposit Request will be in Draft status by default.
• The Deposit Request ID is automatically tagged as an Accounting Dimension in the Journal Entry.
• Users can review and make any necessary adjustments before submitting the Journal Entry.
• If a Deposit Request is linked to a Journal Entry, you cannot cancel the Deposit Request unless the linked Journal Entry is cancelled first.