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David Langschied
David
 5
Where is the Sales Order Account stored in 2017EE
79
4
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Posted: Dec 06, 2019   
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Bob Carter
Bob
 193
Replied 

These accounts are now set in Customer Create/Modify within the EE Financials.

 

00
Replied: Dec 06, 2019
Votes
David Langschied
David
 5
Replied 

That is where they are set.  I am asking where the account number is stored in the Sales Order record.  I can see the account number when a pull up the Sales Order, I just need to know where to view it.  I am trying to pull up a list of Sales Orders and their account numbers.  The Sales Orders were loaded from an external source with bad account numbers.

00
Replied: Dec 10, 2019
Votes
Bob Carter
Bob
 193
Replied 

Hi David. In which Browse or Report are you seeing the account numbers? Do you have a custom browse? In standard EE an SO does not get assigned an AR account until the invoice is posted. Then when the posting occurs the system retrieves the appropriate AR account from the Customer record. An exception to this would be if you have imported open invoices into the system using Customer Opening Balance Create. I believe  that there you can specify what AR account you want the open invoice to be assigned to.

10
Replied: Dec 10, 2019
Votes
David Langschied
David
 5
Replied 

Okay.  Thanks!

00
Replied: Dec 10, 2019
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