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SO Account Default

  • January 13, 2023
  • 4 replies
  • 73 views
B
Freshman II
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Happy Friday all!

We have a separate GL for our eCom Sales that is configured at the customer level. If I create a AR Invoice the GL populates as expected based off the Customer. However, on the SO side, the Account GL always defaults to our B&M GL regardless of the customer. Is there a hidden config in preferences or something that I am not seeing? 

Wanting it to default to what is in the Custom GL Accounts info.

 

Thanks 

Best answer by Manikanta Dhulipudi

Hi @byates 

Account will populate based on the Stock Item GL account, 

 

    4 replies

    Kandy Beatty
    Captain II
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    • Kandy Beatty
    • Captain II
    • January 16, 2023

    HI @byates 

    Can you share a screen shot of what you are seeing? Where are the discrepancies?

    Thank you. 

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    B
    Freshman II
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    • byates
    • Author
    • January 18, 2023

    @kandybeatty49 

    Below is a screen shot for one I was processing right now. You can see the Account code defaults to 4100, yet the Customer record has 4150 as the sales account. 

     

     

     

     

    Manikanta Dhulipudi
    Captain II
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    Hi @byates 

    Account will populate based on the Stock Item GL account, 

     

    Acumatica Functional Consultant & Customer Experience Supervisor
    Chris Hackett
    B
    Freshman II
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    • byates
    • Author
    • January 18, 2023

    @manikantad18 

     

    Well, that is unfortunate to hear honestly. But I thank you for the info nonetheless! 

    Manikanta Dhulipudi
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