Purchasing

Create deferred adjustments for charges constatées d’avance (CCA) from Purchasing—Early Adopter

This idea came from you

You can now create deferred adjustments for charges constatées d’avance (CCA) directly from Purchasing transactions, including requisitions and purchase orders. Previously, deferred adjustments for CCA were available only for AP purchase invoices created directly in Accounts Payable. This enhancement extends deferred adjustment creation to Purchasing, helping you reduce manual setup and maintain a consistent process from purchasing through expense recognition.

Key benefits

• Streamline deferred adjustment processing: Capture deferred adjustment details at the time of purchase.

• Reduce manual effort: Eliminate duplicate setup and manual adjustments between Purchasing and Accounts Payable.

• Maintain consistent accounting treatment: Apply the same deferred adjustment process regardless of whether transactions originate in Purchasing or Accounts Payable.

How it works

1. Create a purchase transaction.

2. Enter deferred adjustment details on the transaction line.

3. Post the transaction.

4. View the generated AP purchase invoice and deferred adjustment schedule.

What's changed

Deferred adjustment fields are available on Purchasing transaction lines, including the template, start date, and end date. When a Purchasing transaction generates a AP purchase invoice, Sage Intacct automatically carries the deferred adjustment details to the AP purchase invoice and creates the associated schedule on the AP purchase invoice line.

Good to know

• Deferred adjustment templates are managed in Accounts Payable and are shared with Purchasing.

• Before scheduled payments are posted, you can edit deferred adjustment fields on a purchase transaction, and the changes are reflected on the AP purchase invoice. After scheduled payments are posted, the deferred adjustment fields become read-only.

• Prepaid expense amortization is now available in all regions using the same framework as Deferred adjustments. The CCA method remains available for France-specific requirements, while the new Straight-line method and related fields support other regions. In English locales, Deferred adjustments field labels have been renamed to use amortization terminology. In French, the labels remain unchanged.

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Permissions and other requirements

Subscription	Accounts Payable Purchasing
Regional availability	France
User type	Business
Permissions	Purchasing Purchasing transactions: List, View, Edit, Delete, Add
Configuration	Enable deferred adjustments in Accounts Payable configuration. Use a Purchasing transaction definition that posts to Accounts Payable.
CSV import	The following fields are available in the Purchasing transactions import template: AMORTIZATIONTEMPLATEID AMORTIZATIONSTARTDATE AMORTIZATIONENDDATE