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Autofill subaccount Segment

  • May 14, 2021
  • 1 reply
  • 181 views
andythomas65
Freshman II
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in segmented keys I would like the system to pickup the BAccountID and fill this in as the 1st part of the subaccount being used

 

So for example I have set subaccount up as such in the CS202000 screen

And I would like the system to look at the customer or (vendor if applicable) and fill the 1st segment of the subaccount with the  BAccount code

 

So if I was entering a AR Invoice I would like the first segment of the subaccount to pickup the current BAccountID and autofill with that

the only way i can think of doing this is using custom workflows but wanted to check that I’m not missing something

Best answer by vkumar

Hi @andythomas65 

I have reviewed the requirement. Since there is no option available to configure the AR sub account selection on AR documents ( or SO), one may have to explore the workflow customization as mentioned by you. 

Regards,

    1 reply

    V
    Acumatica Employee
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    • vkumar
    • Acumatica Support Team
    • Answer
    • May 18, 2021

    Hi @andythomas65 

    I have reviewed the requirement. Since there is no option available to configure the AR sub account selection on AR documents ( or SO), one may have to explore the workflow customization as mentioned by you. 

    Regards,

    VijayKumarU
    andythomas65
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