Default AR Account in Customer Information Window

Issue/Symptom/Question

If the default AR Account is not filled in, where does the system default come from?

Applies To

  • Service Management > Customers > Customer Information > Operational tab
  • Service Management > Setup > Service Types
  • Project Management > Setup > Job Types
  • System Management > System Rules > System Configuration

Resolution/Fix/Answer

When billing Work Order the AR Account default comes from the Service Type

When billing Jobs the AR Account default comes from the Job Type

Other Billings the AR Account default comes from the AR Account set up in System Configuration