Mass Update Customer - Default Payment Method

Hi ​@Crisel ,

Is there a second payment method configured for AR?  If there is only one method available then you may not be able to uncheck the Default box.

Hope this helps!

Laura

​@Crisel can you share your import scenario.

Please use the below one https://www.augforums.com/forums/everything-else/import-scenario-to-update-default-customer-payment-method/

https://community.acumatica.com/import-and-export-scenarios-117/import-scenario-for-customer-payment-methods-3851

My import scenario was similar to this one in the article. However, it checked the IsDefault of the first checkbox instead of the one with the Cash Account Details. 

I am attaching the import scenario I have created. Thank you for your input.

I am not sure I understand you correctly but in the Payment Method, we didn’t set any AR Default. 

Hi ​@Crisel,

It doesn’t seem clear what your issue is. Can you please provide a screenshot of the import scenario, and either the error message you are receiving or clarify what you are wanting the import scenario to do that it is not doing?

Apologies for any confusion. What I meant is that I was able to update the Payment Method and Cash Account fields through my import scenario; however, I was unable to update the checkbox correctly.

I’ve attached a screenshot showing that the CHECK option was selected instead of CHEQUE CAD, which contains the correct Payment Method and Cash Account details.

Hi ​@Crisel were you able to find a solution? Thank you!