Solved

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

  • 29 March 2023
  • 5 replies
  • 54 views
stacy16
Rank
Userlevel 4
Badge +1

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! 

icon

Best answer by aaghaei 29 March 2023, 16:33

View original
Stacy Johnson

5 replies

aaghaei
Rank
Userlevel 7
Badge +8

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
Rank
Userlevel 4
Badge +1

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

Thank you so much for your help! 

Stacy Johnson
manikantad18
Rank
Userlevel 7
Badge +12

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
stacy16
Rank
Userlevel 4
Badge +1

Okay that makes sense! Thank you so much! 

Stacy Johnson
stacy16
Rank
Userlevel 4
Badge +1

@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

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved