The sales account number will automatically appear in this field, if a product group with a sales account was linked to the current part in the Update Part procedure. The customer must also be linked to a customer group in the Update Customer procedure. All Product groups and Customer groups must be registered in the Product Groups procedure in the Global Settings.
By using the setting Coding only in Extra row info? under Orders / Quotes, you can determine whether a coding should be made only under the Extra row info or be possible to perform directly on the order row.
If you have activated the setting Mandatory Coding on Order Rows?, the coding box appears automatically in the Account field if the part does not have product group. When saving, and you have this setting activated, the system checks that a sales account has been entered on all invoice rows.
By activating the setting Part Row Coding According to Row Above on Orders/Invoices?, the entered cost center, cost unit and project can automatically be suggested on the following row. However, the coding defined under Product Groups in Global Settings overrides this setting. If an account is missing in the product group matrix or if Yes or Mandatory has been entered on any of the sub-objects in the Chart of accounts (fields cost center, cost unit or project) and no default values are entered in the product group matrix, this info is also loaded from the row above.
When it comes to the coding used for additional order rows (that is, parts without part numbers), you can use the setting Default Coding in Additional Order Rows on Orders/Invoices to determine whether the coding should be loaded from the standard account, the row above or not be coded at all.
An accounting order with the current sales account is created during invoicing. The suggested sales account can be changed temporarily in this field if needed.
Setup price rows can, by activating the setting Setup Price Coding Same as Part's Coding?, be coded from the part in question instead of from the coding defined in the Product Groups procedure.
You will find all the abovementioned settings under the section Orders / Quotes under the Sales tab in the Settings procedure.