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Default Qty while entering Quote / SO entry


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Hello,

 

Is is possible to change the default qty from 0 to 1 while entering line items during quote or sales order entry.  This will speed up the process due to most line entry is only quantity of 1.

Thanks

Best answer by vkumar

Hi @Nelson Yip 

 

In Addition to details provided above, out of the box option ‘Add Stock item’ always sets the quantity to ‘1’, when user selects an item from the list.  

Hope this helps, 

Wish you happy new year!

 

Regards,

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6 replies

david41
Jr Varsity II
  • Jr Varsity II
  • 9 replies
  • January 1, 2021

I believe that this would need to be a customization on the form to force a default value into the qty field.


PatrickSchlenker90
Jr Varsity II
Forum|alt.badge.img+1

Hi Nelson,

you will need a customization to handle this requirement (set the qty by default to 1). According to my knowledge, there is no configuration in acumatica to achieve the required behavior.


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3377 replies
  • January 3, 2021

Hi @Nelson Yip 

Yes, Its required customization and the same functionality we are using the Sales Order screen in one of our projects. Below is the customization code and hope this helps!!

 

 protected virtual void SOLine_OrderQty_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e, PXFieldDefaulting baseEvent)
        {
            baseEvent?.Invoke(sender, e);
            SOLine row = e.Row as SOLine;
            if (row == null) return;

            if (row.OrderQty == 0 && Base.IsImport != true && (row.Behavior == "SO" || row.OrderType == "CM"))
            {
                e.NewValue = row.OrderQty = 1;
            }
        }

 


Forum|alt.badge.img+11
  • Acumatica Support Team
  • 785 replies
  • Answer
  • January 4, 2021

Hi @Nelson Yip 

 

In Addition to details provided above, out of the box option ‘Add Stock item’ always sets the quantity to ‘1’, when user selects an item from the list.  

Hope this helps, 

Wish you happy new year!

 

Regards,


Forum|alt.badge.img+5
  • Captain II
  • 398 replies
  • March 7, 2022

Hello,

          I understand we can do customization to achieve this, and I also understand the “add stock item” function has fulfilled this. But

1, Lots of users like to key in the line manually than use the add stock item window.

2, Also, the 0 qty on Soline make no sense, right?

If you agree to this, can you vote at :
 

https://community.acumatica.com/ideas/set-the-default-qty-on-soline-and-poline-from-0-to-1-8617

 


Forum|alt.badge.img+5
  • Semi-Pro III
  • 293 replies
  • March 7, 2022

I think the counterpoint here is that zero is a convenient placeholder for an unconfigured item. If you accidentally add an item (somewhat easy to do with item number autosuggest), you don’t end up moving the order total on accident. So I don’t think zero is absurd. This should probably be end user configurable without code though.


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