grey exit X
Take a personalized
self-guided tour
Your Company
fulcrum browser interface
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
September 19, 2025
Production

Update the Item Accounting Code from a Quote/Sales Order

Accounting
Quotes
Sales Orders

To help efficiently fill in gaps in data, adding an accounting code to a line item on a quote or sales order will now fill in that accounting code on the item record. Note: this won’t change the accounting code if it is already filled in on the item, just fill it in if it’s currently missing.