Create a Default Customer Posting Profile

Customer posting profiles are used to control the posting of customer transactions to the General Ledger.

When Anthology Finance & HCM is integrated with Anthology Student, a customer posting profile is used while voiding a student transaction. It is necessary to create a customer posting profile and specify it as the default.

To create a customer posting profile, perform the following steps:

1. Navigate to Accounts receivable > Setup > Customer posting profiles.

2. Select New to create a new customer posting profile.

3. In the Posting profile field, enter a code for the posting profile.

4. In the Description field, enter a description for the customer posting profile.

5. Expand the Setup FastTab, select Add, and perform the following steps:

   1. In the Account code field, select All to indicate that all customer transactions will have the same posting profile.

   2. In the Summary account field, select the ledger account that will be used as the summary account during the transaction voiding process.

6. Expand the Table restrictions FastTab, and set the following options to Yes:

   • Allow automatic settlement
   • Interest
   • Collection letter

7. Select Save and close the form.

To set the customer posting profile created in the above steps as the default customer posting profile, follow these steps:

1. Navigate to Accounts receivable > Setup > Accounts receivable parameters.

2. Select the Ledger and sales tax tab.

3. On the General FastTab, in the Posting profile field, select the posting profile that must be set as the default.

4. Select Save and close the form.

External Link:

Microsoft Documentation: Customer posting profiles.