However, I do not see where we can designate this for a customer.
We have some customers who want this and some who do not and we need to control it at the customer level.
Any thoughts or guidance are appreciated!
Best answer by markusray17
You would have to create a customization for this. Out of the box the system defaults the “Ship Separately” and “Bill Separately” values from the Order Type only.
You would need to create and add fields to the Customer DAC for bill/ship separately and then you would need to override the PXDefault attribute on the SOOrder DAC bill/ship separately fields to search the customer record before the order type.
For this, you can override on the customer record the Bill-To Address and Ship-To Address. You can also create a second Location for a customer and use that location for Sales Orders.
I’m sorry, I think I didn’t explain this well. This is the setting I want to set at the customer level instead of on the order types. I don’t see this in any of your screen shots.
I’m sorry, I think I didn’t explain this well. This is the setting I want to set at the customer level instead of on the order types. I don’t see this in any of your screen shots.
Correct, that is not currently functionality in the system.
You would have to create a customization for this. Out of the box the system defaults the “Ship Separately” and “Bill Separately” values from the Order Type only.
You would need to create and add fields to the Customer DAC for bill/ship separately and then you would need to override the PXDefault attribute on the SOOrder DAC bill/ship separately fields to search the customer record before the order type.
You can then add the fields to the customer screen in the customization project
This will override the logic set per the order type settings to the settings specified in the customer. Keep in mind this is just base logic, you may need more depending on your needs and application.
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