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How to get the customer's sales subaccount in a Blanket Sales Order?

  • April 30, 2025
  • 4 replies
  • 57 views
A
Freshman II
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Hello Everyone!

When you create a BL Sales Order, the details will automatically get the sales account and the sales subaccount from the products,.There is no way to change this from the Order types screen.

How can I set the account and the sales account values automatically from the Customer in a BL Sales Order?

 

Thanks in advance.

 

Best answer by Heidi Dempsey

​@albertobello83  Thank you, I see.  You can add this as an Idea so development can consider this.

4 replies

Heidi Dempsey
Community Manager
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  • Heidi Dempsey
  • Community Manager
  • April 30, 2025

​@albertobello83 In the Order Type screen you can choose where to get the sales account and subaccount from.  You said you cannot change this, do you not see these options?

 

A
Freshman II
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  • albertobello83
  • Author
  • Freshman II
  • April 30, 2025

Hi ​@Heidi Dempsey!!

No Posting settings for the BL order type 😥 … And if you generate the child orders, they get the item account and subaccount, not the customer’s.

 

Heidi Dempsey
Community Manager
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  • Heidi Dempsey
  • Community Manager
  • Answer
  • April 30, 2025

​@albertobello83  Thank you, I see.  You can add this as an Idea so development can consider this.

Chris Hackett
A
Freshman II
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  • albertobello83
  • Author
  • Freshman II
  • April 30, 2025

Thanks ​@Heidi Dempsey!

I added the idea… Hope it gets picked soon:

 

Chris Hackett
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