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assignment a workgroup automatically based on SO type


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  • Jr Varsity III
  • 65 replies

Hi, 

Does anyone know a way to auto assign a Workgroup on the SO based on SO type? Right now, we have to manually enter the workgroup when entering that SO type order.

Best answer by Manikanta Dhulipudi

Hello @mna10 

You can create a Business event and updated the workgroup Id Once the sales order is created based on the order type.

  1. Option 1: Create a BE based on order type it will update the work group.( Attached simple e-Business events for QT order type
  2. Option 2: Mass Updates of workgroup from SO Generic inquiry.https://asiablog.acumatica.com/2016/09/mass-processing-using-gi.html
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2 replies

Manikanta Dhulipudi
Captain II
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Hello @mna10 

You can create a Business event and updated the workgroup Id Once the sales order is created based on the order type.

  1. Option 1: Create a BE based on order type it will update the work group.( Attached simple e-Business events for QT order type
  2. Option 2: Mass Updates of workgroup from SO Generic inquiry.https://asiablog.acumatica.com/2016/09/mass-processing-using-gi.html

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  • Author
  • Jr Varsity III
  • 65 replies
  • May 24, 2023

Thank you @manikantad18 !


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