Default Payment Method and Cash Account on the Process Payments / Print Checks (AP505000) screen

Hi Nick,

The user is coming to Process Payment/Print checks from what screen?  I notice in the natural AP processing workflow of Prepare Payments → Process Payments → Release Payments naturally defaults with no action taken by the user and no customization required:

1. User Selects Company/Branch & Payment method in Prepare Payments. 

   

   Cash Account Defaults based on choice of Company + Payment Method.

2. Upon clicking Process or Process All, Acumatica advances to Process Payments/Print Checks with three fields correctly defaulted:

   

    

Hey ​@nickcerri32 

I actually ran into a similar issue myself when trying to show the payments screen to a prospect. After some research and testing in 26R1, it looks like the Cash Account can be defaulted by branch once the Payment Method is selected, using the AP/PR Default setup on the payment method.

What I couldn’t find was a standard way to have the active branch also default the Payment Method itself on AP505000. Switching branches still left that field blank in my testing.

So short of customization, I think you can get the Cash Account piece there, but not both fields purely from the branch selection.