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Sales Account designated in Customer file

  • April 6, 2022
  • 2 replies
  • 74 views

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

Best answer by Laura03

Hello,

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.

 

2 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • April 6, 2022

Hello,

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.

 


  • Author
  • Freshman I
  • April 6, 2022

Thank you for the quick response.

Much appreciated.