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we have a few customers that don't hit the normal, default operating account when transactions/payments are booked into receivables. i changed the default checkbook on the customer options screen, but it seems to be pulling that checkbook value from the Receivables setup default anyway. is there a setting (or something) flag that can be changed to allow the customer default to override the module default? or is it stuck pulling what's set at the module level?
When looking for a default checkbook ID to use on documents, the systems always looks to the Customer card first (Cards |Sales | Customer | Accounts button), and if it is blank there, then it looks to the module setup level next. (Tools |Setup |Sales |Receivables and/or Tools | setup |Sales | Sales order processing).
If this is not working for you, then I would recommend to disable all 3rd party products and see if it works the way it should now, or create a brand new GP code folder to see if it works correctly in there. Then add 3rd party products back one at a time and test in-between to see which one causes the functionality to change.
I hope that helps.
Cheryl W.
Microsoft Support
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