How To Enable Auto-Population of GL Codes at Customer Site Level — Cloud Customer Connect
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How To Enable Auto-Population of GL Codes at Customer Site Level

Summary: Is it possible to auto-populate the GL codes at customer site level based on the customer classification i.e. 'x' code combination for customers classified as 'External' and 'y' code combination for customers classified as 'Internal'?

Content (required): Currently the GL codes for Receivables, Revenue, Tax etc. are picked from the codes entered at the customer site level. While creating the customer we have to enter these GL codes manually. However we need that these code combinations be auto populated based on the customer classification as External or Internal.

This will speed up the process of customer creation in the system and will also help in preventing issues of wrong code combination being entered by the user.

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