assignment a workgroup automatically based on SO type

Userlevel 3


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 23 May 2023, 19:04

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2 replies

Userlevel 7
Badge +12

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.
Userlevel 3

Thank you @manikantad18 !


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