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How to change the default Account when addind new lines on Debit memos?

  • 15 January 2024
  • 5 replies
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Good morning, while on the Credit Memo and Debit Memo screen in AR, when we add a row, the row automatically adds account 3030. How can we change this to be an account other than 3030?

 

Note: we know how to change it after the row is added, we need to change it so when we add a row it automatically goes to another account other than 3030. 

See attached below for reference:

Thanks!

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Best answer by dcomerford 15 January 2024, 19:59

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dcomerford
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This account is auto populated from the Sales Account set on the GL Accounts Tab of the Customer or the Expense account set on the GL Accounts Tab of the Vendor record.

The Sales Account cannot be blank so it would mean a customisation to blank it on the form. The Expense account on the vendor can be left blank so that will work for you on the AP side.

 

Dermot Comerford
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This account is auto populated from the Sales Account set on the GL Accounts Tab of the Customer or the Expense account set on the GL Accounts Tab of the Vendor record.

The Sales Account cannot be blank so it would mean a customisation to blank it on the form. The Expense account on the vendor can be left blank so that will work for you on the AP side.

 

How can I change it to be auto populate other sales account? It auto populates 3030 and we want it to auto populate another account. 

dcomerford
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@williamq178

3 choices

  1. Change it on the Customer record but that could have other impacts to your sales postings
  2. Manually change it on the line
  3. Create some non stock items and set the Sales GL account to post to where it should and then train your users to use these non stock items when adding a line to the document (they can override description amount etc. this is what i prefer) for these scenarios
Dermot Comerford
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Rank

@williamq178

3 choices

  1. Change it on the Customer record but that could have other impacts to your sales postings
  2. Manually change it on the line
  3. Create some non stock items and set the Sales GL account to post to where it should and then train your users to use these non stock items when adding a line to the document (they can override description amount etc. this is what i prefer) for these scenarios

Thank you for your input, we appreciate you getting back to us so quickly. However, this still doesn't answer how do we change it to automatically show a different account other than 3030. We have many accounts setup and our question is on how to change the default or the automated account selection from 3030 to any other we decide. As we noted we know how to select a different account but what we are traying to figure out is how to change the system so that instead of picking account 3030 by default that it picks account 3031 for example. 

dcomerford
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Userlevel 7
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You will need to change the Sales Account on your customer(s) records to be 3031 but make sure this has no other impact on your sales posting as i dont know how your system is configured.

You can change it on the Customer Class so any new customers will be ser to this. You can also use a Mass Action on a GI to update multiple customer records.

Dermot Comerford

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