Answer

Shipping Instruction on New Locations don't default

Forum|Forum|4 months ago
July 29, 2025
3 replies
60 views

melvinc
Jr Varsity II

Is there a way on acumatica settings except customization to auto pull the default shipping intructions atleast “Ship Via” and “Shipping Terms” fields?

Already tried things on Customer class and have default on this.

Best answer by DrewNisley

@melvinc Interesting, I just tested this and you are correct. It will default for the main location when entering a new customer, but not when entering a new location. Maybe an Acumatica employee can provide some insight as to why this is happening.

DrewNisley
Pro I
Forum|Forum|4 months ago
July 29, 2025

@melvinc I believe those are the only two fields that you are able to default using customer classes. Any other fields that you would like to set a default would require a customization.

Drew Nisley

melvinc
Author
Jr Varsity II
Forum|Forum|4 months ago
July 31, 2025

@melvinc I believe those are the only two fields that you are able to default using customer classes. Any other fields that you would like to set a default would require a customization.

@DrewNisley thank you for answer but I already tried this but still not auto pulling in the data.

DrewNisley
Pro I
Answer
Forum|Forum|4 months ago
August 1, 2025

Drew Nisley

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