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Defaulting PO Source "Purchase to Order" to "Customer" type

  • January 27, 2025
  • 3 replies
  • 39 views
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Jr Varsity II
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Hi!

I would like to have the Purchase to Order po source set to create a Purchase Order with the Shipping Destination Type set to “Customer” rather than the default of “Warehouse”. Can anyone point me in the right direction on how to make this adjustment?

 

Thank you

 

 

 

Best answer by Manikanta Dhulipudi

​@Bree612 We have 2 options only in PO preferences

  1. warehouse
  2. Branch

Try to give default branch to customer and see if helps for you with the configuration other wise you need to do a customization!

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3 replies

O
Acumatica Employee

Hi, currently the system inserts Customer value by default to shipping destination type for only Drop-ship purchase orders. Here are more details:

How to set up Shipping Destination Type defaulting on the purchase order creation

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Chris Hackett
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    Bree612
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    Chris Hackett
Manikanta Dhulipudi
Captain II
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​@Bree612 We have 2 options only in PO preferences

  1. warehouse
  2. Branch

Try to give default branch to customer and see if helps for you with the configuration other wise you need to do a customization!

Acumatica Functional Consultant & Customer Experience Supervisor
B
Chris Hackett
2 people like this
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    Bree612
  • Chris Hackett
    Chris Hackett
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Jr Varsity II
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  • Bree612
  • Author
  • Jr Varsity II
  • 20 replies
  • January 28, 2025

Thank you ​@olgakonanykhina22 and ​@Manikanta Dhulipudi. I’ll try extending the PO Preferences to include Ship Dest Type Customer. Otherwise a Business Event could adjust the setting per PO that requires it.

Chris Hackett
1 person likes this
  • Chris Hackett
    Chris Hackett

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