Default Nominal Code in Customers problem

[martinfreye]

I Set up a nominal code for customers, say 4001 for internet customers, so I can check how the website's doing, but Line 50 never uses it!. Try it, then issue an invoice for a stock item from Invoicing and, Tra Laa, it's defaulted back to 4000, although the Customer Screen still shows 4001 !. How can I fix this? Is it a program fault? Any help welcome, thanks, Martin

[brucedenney]

Hi Martin

When you enter an invoice / sales order, the nominal code that is used, is the code that is assigned to that product.

When you enter an invoice using batched data entry or where there is no product code, the customers default code is used.

I suggest that perhaps you look at an alternative way to get this information.

Perhaps you might like to look at using an indicator on the customer record to identify "Web" customers, you could then run reports for "Web" customers You could use Account status and have several different Open stati eg.Open-Web, Open-Phone and Open-Reseller...

Another way you could do this is to use the Custom fields. Traditionally Custom 1 has been used for salesman or agent, perhaps you could consider the "web" to be one of your salesmen/agents and use all the salesmen/agent reports.