AR payment journal-how to change the default account type for the line

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New to AX and wasn't able to find the answer so far.

Creating a new line for the AR payment journal always defaults account type to Customer. User has to switch to the General tab every time and change this setting to Ledger. Desired default setting would be Ledger because that's what majority of the transactions are. Any other negative impact if the default is set to Ledger?

Thanks, Milan

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André Arnaud de Cal... 301,030 Super User 2025 Season 2 on at

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Hi Milan,

If you need the default to be Ledger, probably you can better setup a daily journal type and open a so called payment journal in the General ledger journals section.

Using the account type Ledger will have the consequence that you cannot use the generation of payment files.

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Community Member on at

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Hi Andre,

Thank you so much for your quick answer. I believe they don't generate the payment files, but for some reason user preference is to create Payment journals this way. Do you by any chance know the name of the form where the default Account Type is configured for this type of journal?

Kind regards, Milan

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Ludwig Reinhard Microsoft Employee on at

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Hi milan,

Check the Journal names setup form in GL.

Best regards

Ludwig

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Community Member on at

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Hi Ludwig,

Checked that already. Only offset account type is changed on Journal names setup form. General line account type is driven from somewhere else.

Thanks, Milan

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Brandon Wiese 17,788 on at

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The default account type of Customer is set in class LedgerJournalEngine_CustPayment method initValue().

void initValue(LedgerJournalTrans _ledgerJournalTrans, LedgerJournalTrans_Asset _ledgerJournalTrans_Asset = null) { super(_ledgerJournalTrans); this.initOffsetFromLedgerJournalTable(_ledgerJournalTrans); _ledgerJournalTrans.AccountType = LedgerJournalACType::Cust; _ledgerJournalTrans.SettleVoucher = CustParameters::find().AutoSettle ? SettlementType::OpenTransact : SettlementType::None;

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Thanks Brandon.

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