The sales account number will automatically appear in this field, if the current part was linked to a product group with sales account in the Update Part procedure. The customer must also be linked to a customer group in the Update Customer procedure. Product groups and Customer groups must be registered in the Product Groups procedure in 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?, an account must be selected during Save. If no account is selected on the order row the coding window appears automatically in the account field, if the part has no sales account.
By activating the setting Part row coding according to row above on orders/invoices?, the entered cost center and cost unit etc. is automatically suggested on the following row. However, the coding defined in the Product Groups procedure in the Global Settings overrides these settings.
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 dealing with a coding used for additional order rows (that is, row type 2 for parts that are not registered in the part register), 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, from the row above or no coding at all. There are different accounts depending on whether the supplier is domestic, EU or export.
A coding containing the current sales account is created during invoicing. The sales account can be changed for this order in this field. To enter Cost Center / Cost Unit / Project information, you open a coding window by using Alt+C or by clicking the C (coding) button to the right of the field.
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 above mentioned settings under the section Orders / Quotes under the Sales tab in the Settings procedure.