Default Shipping Rule

  • 13 February 2021
  • 4 replies

Userlevel 2

Hello Guys :) 


When we create a new business account, the Shipping Rule (Delivery Settings) defaults to Cancel Remainder. Is there a way to set the default shipping rule to Back Order Allowed for Business Accounts like we do for customer (through family class) ? 


Thnx :) 


Best answer by Irina 15 February 2021, 17:45

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4 replies

Userlevel 7
Badge +8

Hello @NAWRES,

This is a known issue for all currently supported versions: even if you set up another Shipping Rule on the Branches form, the new business account still be defaulted to Cancel Remainder shipping rule.

However, this can be easily workarounded using the automation steps:



Userlevel 1

Hello @Irina,

Thank you for the information.

Our organization had the same question as Nawres. We’ve set up the automation step and found that it does work if we immediately go to screen CR3030PL and try to add a new business account.

The trouble we’re having is that our workflow has us convert Leads to Opportunities at which point we are required to assign a Business Account (see image below). When the Opportunity is created along with the new Business Account, we find that the Business Account Shipping Rule is still set to Cancel Remainder. 

In addition after this happens once, it seems to break the automation step. For example, if we return to CR3030PL and creating a new Business Account after this occurs, the Business Account defaults to Cancel Remainder despite the Automation step.

Any thoughts?


Userlevel 4

Hello @NAWRES 

Basically we have defaulted the Business Account's shipping rule in Automation Steps as "Back Order Allowed”.

But the Business Account screen still showing as "Cancel remainder”. It only shows default value as "Back Order Allowed” when we refresh the screen. Any thoughts on this?

Userlevel 4

I found a better way to default the shipping rules in companies screen.



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