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SO Account Default

  • 13 January 2023
  • 4 replies
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Userlevel 4
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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 

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Best answer by Manikanta Dhulipudi 18 January 2023, 19:05

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Userlevel 7
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HI @byates 

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

Thank you. 

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@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. 

 

 

 

 

Userlevel 7
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Hi @byates 

Account will populate based on the Stock Item GL account, 

 

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@manikantad18 

 

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

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