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Sales Order type TR default Ship Via

  • 18 January 2023
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How do I set the default Ship Via for Sales Orders of type TR?

Usually, we would use the Customer or Customer Class. This specific type of Sales Order doesn’t have a customer, it has two warehouses involved. I cannot find a default for this and I’ve checked the Order Types and the Warehouses screens.

Any help is always appreciated. Thank you!

 

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Best answer by Kandy Beatty 19 January 2023, 00:01

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HI @Michael Hansen 

You can not set a default Ship Via to an Order Type. 

This would require a customization to achieve that. 

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Thank you Kandy! I see you on here a lot, your efforts are greatly appreciated in helping to answer the random questions we all have.

So barring customizations, there is no way to set a default SHIP VIA for Sales orders of type TR, since there’s nothing on the Warehouses or Order types form? Makes sense.

I can work with that. I think I can get them to use an import scenario instead. Maybe down the road, Warehouses will have a default ship via for TR’s :D

Userlevel 7
Badge +16

Thank you Kandy! I see you on here a lot, your efforts are greatly appreciated in helping to answer the random questions we all have.

So barring customizations, there is no way to set a default SHIP VIA for Sales orders of type TR, since there’s nothing on the Warehouses or Order types form? Makes sense.

I can work with that. I think I can get them to use an import scenario instead. Maybe down the road, Warehouses will have a default ship via for TR’s :D

I appreciate that! I think you could create this as an idea for Acumatica to consider as I know I have seen it several times asked. 

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