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ReportHow do you change the default Checkbook ID and Cash Account in GP 2010 in the Sales Payment Window under Sales Transaction Entry?
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Yes Shan,
you are correct I put cash receipt instead of Sales payment.
Roy SOP setup checkbook should be getting defaulted but if the customer has got different checkbook that will override the default from SOP setup as per Shan. So check what checkbook ID selected on the customer by going to the following.
Sales >> Cards >> Customer >> Accounts button
If you wanted all customer assign to new default checkbook from SOP change the same on Customer class ID and rolldown to all customer.
Hi Roy,
As said by Richard, it can be setup under SOP Setup or based on the Customer. Can you check whether the customer is assigned to Class ID, if so, can you check the Class Accounts Setup for any Checkbook ID assigned ?
Note: By changing the customer class it will reflect all the customers assigned to this Class ID.
Babu, I hope Roy was talking about Sales Payment Entry Window.
Thanks,
Shan
Hi Roy,
Can you please confirm how you are entering your payment from customer.
I did this and it still comes up with the original default checkbook.
Roy
Hi Roy,
Sorry Richard is correct for Sales payment you have to use SOP setup checkbook ID.
Tools -> Setup -> Sales-> Sales Order Processing. There is a field there for checkbook ID. The cash account can be had from either the checkbook or the customer. This is set per customer under Cards->Sales->Customer->Pull up a customer and then Accounts.
The Payment Type has to be 'Cash' or 'Check' and then you do a look up on the Checkbook field. The Cash Account is tied to the Checkbook.
Please select the default checkbook on tools-setup.
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