How to Generate the COGS Account from the Order Type [ID 414314.1]
In order to generate the COGS account from the Cost of Goods Sold account assigned to the order type (A.K.A. OM Transaction Type) of the order, the seeded COGS workflow needs to be modified to change the default node from Get CCID for a line to Get CCID from the Order Type ID. This bulletin will detail the required changes to accomplish this.
Familiarity with Workflow and Workflow Builder is required.
The COGS Account Generator is a Workflow Process that derives the Cost of Goods Sold account for a transaction interfaced to Inventory from Order Management/Shipping. The workflow item type ‘OM: Generate Cost of Goods Sold Account’ which has an internal name of OECOGS encompasses all processes designed to build the COGS. The ‘Generate Default Account’ is a seeded process which builds the COGS Account. It comes seeded with the function Get CCID (account ID) for a line. This function will return the CCID assigned to an item as it exists in the shipping warehouse. The intent of this function is to retrieve the CCID from the Cost of Goods Sold assigned to the item on the sales order line within the shipping
Modifying the 'Generate Default Account' to derive the Cost of Goods Sold account from the Order Type:
1. The first step is to copy the existing 'OM: Generate Default Account’ process. Give it a new name, e.g. 'NEW_DEFAULT_ACCOUNT_GENERATOR', in the property sheet Internal Name field. Please do not simply modify the existing default process.