SO Account Default

  • 13 January 2023
  • 4 replies

Userlevel 4

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.




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

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4 replies

Userlevel 7
Badge +16

HI @byates 

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

Thank you. 

Userlevel 4


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
Badge +12

Hi @byates 

Account will populate based on the Stock Item GL account, 


Userlevel 4



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


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