Split Postings Problems
Big Business will generate an error when trying to save a transaction if the necessary Accounts are not specified. For example, an invoice including an Inventoried Item that does not have a Cost of Goods category specified will not save because the postings do not balance. BB displays an error message indicating there is a problem with Categories and requesting that you check the Split Postings. Big Business does a good amount of error checking to prevent these situations and allows the setting of Default categories in the various Prefs cards (e.g. set a Default Cost of Goods category in the Item Prefs Card on the Item toolbar) to prevent problems where no category is specified. (3015)
If you encounter Split Posting error messages:
Review the Postings for the transaction to find out why it does not balance. In the example of an Invoice including an Inventoried Item that does not specify a Cost of Goods category, you would go to the Category tab of the Invoice, click the Postings button, and find that Postings do not balance because the Posting for COGS does not take into account that Item.
Opening the Item card to the History tab, you would find that no Cost of Goods category was specified, which you could fix by selecting one using the Pop-Up. You would then save the Item card and returning to the Invoice you would reenter that Item so that its COGS category would load. It would be a good idea, in this situation, to review the Item Prefs Card to make certain that a Default COGS category is specified.
Most split postings problems are similar in nature and can usually be figured out by comparing the problem transaction with a known-good transaction to see what category information might be missing. Careful review of all involved Cards is in order Are there any blank fields on the Customer, Vendor, Item, etc. Cards?
If you make any changes to involved Cards be sure to re-select that information on the transaction. If you change the Customer Card, for example, save changes and then re-select that Customer on the Invoice to load the newly saved information.
NOTE: Most QuickSeaches allow searching for blanks such as "Cost of Goods Category is (blank)"
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