Solved

Default Location Subaccount not pulling into new Customer locations

  • 17 March 2023
  • 4 replies
  • 84 views
K
Rank
Userlevel 5
Badge +1

Happy Friday,

 

We are currently experiencing an interesting issue that the Freight and Freight Subaccount is not pulling in from the Default Customer Location (which pulled it from the customer class/customer).

Here the Default Location:

Here the New Location with the Checkbox same as Default marked:
 

Not quite sure where I would find a setting or how would troubleshoot this. 
Cannot find anything in Receivables, Sales Order or CRM Preferences.

Any ideas on how to resolve this issue?

icon

Best answer by vkumar 20 March 2023, 13:38

View original

4 replies

manikantad18
Rank
Userlevel 7
Badge +12

Hi @krausef77 

In Standard Acumatica, we dont see that option to Pull the freight account and sub account for new customer.

Freight charges will be posting to sales account.

Freight Account An income account to record freight charges applicable to sales orders associated with this customer location.
Acumatica Functional Consultant
K
Rank
Userlevel 5
Badge +1

Hi @krausef77 

In Standard Acumatica, we dont see that option to Pull the freight account and sub account for new customer.

Freight charges will be posting to sales account.

Freight Account An income account to record freight charges applicable to sales orders associated with this customer location.

Why do we have the option to select Same as Default Location, yet not all of the Accounts specified on the Default location are pulling through?

Our customer is relying on the location to get the right Freight Subaccount, yet the Setup is tedious if the Defaulting functionality is not working.

Do you know of any (hopefully simple) workarounds?

J
Rank
Userlevel 7
Badge +11

Hi @krausef77 ,

 

To get the details on the newly created location, need to do a small customization,

Please review the below link

Default Customer Location not updating custom fields | Community (acumatica.com)

Jini N
V
Rank
Userlevel 7
Badge +11

Hi @krausef77 

I have checked the form reference help documentation for Customer Location screen (ScreenId=AR303020). Documentation is not explicitly mentioning if only selected GL accounts are copied from ‘Default’ location. 

https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=61a8c6de-6a51-434b-8c2d-4304ec982ae0

You can report this to Support for further clarification.

Regards,

VijayKumarU

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved