Sales Account designated in Customer file

  • 6 April 2022
  • 2 replies

Userlevel 1

Can a Sales GL account at the Customer level be defaulted when a Stock Item is sold through Sales Order Invoicing?


Best answer by Laura02 7 April 2022, 00:14

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Yes, on the Order Types screen Customer Location is one option for where Acumatica can default the Sales Account from.  According to the Help, the Order Types setting overrides the setting from the Posting class of the Item.

The Sales account will default from the GL Accounts tab of the customer’s location that is used on the Order.


Userlevel 1

Thank you for the quick response.

Much appreciated.


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