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Purpose of Customer Class GL accounts

  • October 3, 2024
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Pro I
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What might be the purpose of having GL accounts on the Customer Class?  The fields aren’t required and seems redundant.   

The posting class settings seem to override them anyway, and the options for posting class usage is limited to posting class, inventory item and warehouse.  

 

Best answer by iqraharrison

@travislawson  The GL accounts aren’t required on the actual customer class but they are at the customer level.  in my experience, it definitely streamlines data entry when creating new customers

Depending on the setup, posting class may override it but not all customers use the inventory module therefore they wouldn’t configure posting classes and use the default GL accounts from the customer profile. 

hope this helps!

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    iqraharrison
    Captain II
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    @travislawson  The GL accounts aren’t required on the actual customer class but they are at the customer level.  in my experience, it definitely streamlines data entry when creating new customers

    Depending on the setup, posting class may override it but not all customers use the inventory module therefore they wouldn’t configure posting classes and use the default GL accounts from the customer profile. 

    hope this helps!

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    Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
      Pro I
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      Great, thanks!  I couldn’t wrap my mind around it.

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      🚀If I have helped you, "Like" my post. If it solves it mark "Best Answer". 🚀 ➡️ www.linkedin.com/in/-travis-lawson-/
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