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Sales Order Types--Hard Code Sales Subaccount

  • June 4, 2025
  • 2 replies
  • 61 views
L
Semi-Pro I
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We currently have our sales order types set to pull from the Customer Location for the “Combine Sales Sub From” setting (so it’s set to LLLL).  We are setting up a new sales order type that we’d like to hard code to a specific subaccount, instead of telling it to pull from somewhere.

There are plenty of places to pull the subaccount from (and we use almost none of them), so I could plug it in on the warehouse or even the inventory item and pull from there, but if I am able to plug in a specific subaccount in this field, it would make it even easier.

Best answer by Ankita Tayana

Hello ​@lairdtim ,

Have to tried to create a specific reason code which contains the sub account for that particular sales order type and assign to that order type on order type screen  to combine Sales sub account from reason code.

 

The only drawback of this you have to manually input the reason code for each line of sales order.

    2 replies

    A
    Jr Varsity I
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    • Ankita Tayana
    • Jr Varsity I
    • Answer
    • June 7, 2025

    Hello ​@lairdtim ,

    Have to tried to create a specific reason code which contains the sub account for that particular sales order type and assign to that order type on order type screen  to combine Sales sub account from reason code.

     

    The only drawback of this you have to manually input the reason code for each line of sales order.

    Chris Hackett
    mamtak26
    L
    Semi-Pro I
    Forum|alt.badge.img+1
    • lairdtim
    • Author
    • Semi-Pro I
    • September 23, 2025

    We wound up setting up the order type to pull the subaccount from the warehouse.  Since all of our other order types are pulling from the Customer Location, it meant we could plug a value into the Warehouse and cover our need.  If we want to add another order type with it’s own subaccount, we may have to go with a reason code.

    Chris Hackett
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