Skip to main content
Answer

Is it possible to set the Default Sales Order Type to Null?

  • July 3, 2024
  • 2 replies
  • 93 views
N

Hello, 

I have run into an issue where multiple users are using different order types, 

By Default Sales order preferences is set to SO. If I remove and save it to Blank,

when I go to create a sale order it then repopulates with SO. 

Is there a way to force it to be blank so that the users loading orders have to select the order type each time. 

 

Cheers,

 

Nathan 

Best answer by ehylinski

@nbrailey35 - A low effort workaround for this is to add new Workspace Tiles for frequently used Order Types.  Adding the Order Type in the parameter of the tile will populate the Order Type in the new document. It doesn’t entirely address the issue, but it cut down on our users’ time spent recreating sales orders with the proper type.  
 

 

    Kandy Beatty

    2 replies

    Kandy Beatty
    Captain II
    Forum|alt.badge.img+17

    Hi @nbrailey35 

    I found the same thing when testing that you did.

    I deleted the default order type and tried to create a new order and SO populated.

     

    I don’t know of a way to force users to change the order type without a customization but you could create an idea in the community to have Acumatica add the feature as it is on the User Profile to have a Default Order Type since there is already a Default Service order type and warehouse:

     

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    Chris Hackett
    N
    E
    Jr Varsity II
    Forum|alt.badge.img
    • ehylinski
    • Jr Varsity II
    • Answer
    • July 3, 2024

    @nbrailey35 - A low effort workaround for this is to add new Workspace Tiles for frequently used Order Types.  Adding the Order Type in the parameter of the tile will populate the Order Type in the new document. It doesn’t entirely address the issue, but it cut down on our users’ time spent recreating sales orders with the proper type.  
     

     

    Eric Hylinski
    Kandy Beatty
    Chris Hackett
    N
    Terms & ConditionsCookie settingsAccessibility statement
    About Acumatica ERP system
    Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
    © 2008 — 2024  Acumatica, Inc. All rights reserved