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Within Purchase Invoices - Lines, how do I set the Account Type default to G/L Account?

Posted on by 6
Hi!
 
As per title: Within Purchase Invoices - Lines, how do I set the Account Type default to G/L Account?
 
In the current situation, our default is /Item/ and that is not ideal for our use. We would benefit from having /G/L Account/ as default. See image:
Sorry to post here, but a web search did not yield answers, and I tried the personalization menus to no avail.
Thank you!
 
Philippe
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,565 Super User 2024 Season 2 on at
    Within Purchase Invoices - Lines, how do I set the Account Type default to G/L Account?
    Just add some information:
    Default line type in the sales and purchase documents (Document Default Line Type)
    How to set default Account type in General Journals (Customization)
     
     
    Thanks
    ZHU
  • Within Purchase Invoices - Lines, how do I set the Account Type default to G/L Account?
    Oh!!!!
     
    I just thought of using the "Tell me" functionality and the keywords "Purchase &"

    Took me 2 seconds once I clicked...
     
    Thanks for the prompt,
     
    Philippe
  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,793 Super User 2024 Season 2 on at
    Within Purchase Invoices - Lines, how do I set the Account Type default to G/L Account?
    You can change it in the Purchases & Payables Setup Page -> Document Default Line Type Field
     


    Valentin Castravet
    Zander ERP Services

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