How to default sales/cogs account and sub based on reason codes

  • 10 March 2022
  • 6 replies

Userlevel 5
Badge +3

The client needs to have COGS account on a warranty sales order default to a different account.  However, entering a reason code on the sales order line does not change the account/sub on the line.



Best answer by Naveen Boga 14 March 2022, 13:50

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6 replies

Userlevel 7
Badge +14

Hi @dgodsill97  

Is the client using the warranty as a line item?

Userlevel 5
Badge +3

No, the client sells parts and the same part could be sold for free because it is under warranty.  When sold for warranty, the expense needs to go to a different COGS account/subaccount. 

Userlevel 7
Badge +17

Hi @dgodsill97  I just checked in the Sales Order Line level. This is based on how you configure POSTING SETTINGS at the Order Types screen.

By default, it will be a Inventory Item for the “Use Sales Account” field, if you select this field to  “Reason Code” then SO Line level, it will change the Accounts, based on the reason code.

 Please find the screenshot for reference.


Userlevel 5
Badge +3

The problem with that is every line must have a reason code.

Userlevel 1

@dgodsill97 - There is a github project that allows you to default a reason code by order type. I would definitely test in a sandbox for any compatibility issues but it should help in this use case.


Userlevel 5
Badge +3

Thanks.  The client have one of the subaccount segments as the product line and that needs to be specified for warranty orders.  An order can have multiple lines for multiple product lines.  A customization is being developed to populate the reason codes based on the serial number of the unit.


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