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.
assignment a workgroup automatically based on SO type
Userlevel 7
+12
Hello
You can create a Business event and updated the workgroup Id Once the sales order is created based on the order type.
- Option 1: Create a BE based on order type it will update the work group.( Attached simple e-Business events for QT order type
- Option 2: Mass Updates of workgroup from SO Generic inquiry.https://asiablog.acumatica.com/2016/09/mass-processing-using-gi.html
Thank you
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