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Customer Attributes and Sub Accounts

  • 20 December 2023
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H
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Hello,

I am looking for to understand if there is a way when an attribute is chosen on a customer the sub account gets automatically assigned? Also if there is a way the sales account gets automatically assigned based on the product that was sold?

Thanks,

Hari

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Best answer by Robert Sternberg 20 December 2023, 06:30

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Robert Sternberg
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You can use a business event that is triggered from a GI monitoring for the attribute change and assigning a default GL account on the customer profile. 
 

For the sales account this is set in the “Order Types” screen under “Posting Settings”. 

Robert Sternberg, Crestwood Associates -- ** Summit 2024 - Visit Us at Booth #600 ** -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.

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