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When converting a sales quote from the CRM to a sales order, branch is not correct

  • March 29, 2023
  • 5 replies
  • 90 views
stacy16
Varsity I
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Good morning!

When i convert a sales quote int he CRM to a sales order, it assigns the wrong branch. Is there a setting somewhere that i can manage this through? 

the sales quote in the CRM does not have the option to choose a branch so when it is converted i guess it just automatically defaults to our ABC branch? 

I feel like i am just missing a setting somewhere but i have looked and can not figure out where it would be. Any help is much appreciated :)

 

Thanks in advance! 

Best answer by aaghaei

It defaults to the branch is currently logged in by the user and active

Stacy Johnson

5 replies

aaghaei
Captain II
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  • aaghaei
  • Captain II
  • Answer
  • March 29, 2023

It defaults to the branch is currently logged in by the user and active

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
stacy16
Chris Hackett
Manikanta Dhulipudi
Captain II
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Hi @stacy16 

Branch info is coming from financial tab 

Please change the branch info and check the sales order created?

I changed the branch 

 

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
stacy16
Varsity I
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  • stacy16
  • Author
  • Varsity I
  • March 29, 2023

Okay that makes sense! Thank you so much! 

Stacy Johnson
Chris Hackett
stacy16
Varsity I
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  • stacy16
  • Author
  • Varsity I
  • March 29, 2023

@manikantad18 the branch on the financial tab is set to the correct branch.. when it is converted it does not convert according to that tab :/

Stacy Johnson
stacy16
Varsity I
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  • stacy16
  • Author
  • Varsity I
  • March 29, 2023

@manikantad18 i found it… the branch int he opportinity was set to the incorrect branch! 

Thank you so much for your help! 

Stacy Johnson
Manikanta Dhulipudi
Chris Hackett
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