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SO Details tab line entry Branch changed but Financial tab Branch remains

  • August 26, 2025
  • 2 replies
  • 60 views
R
Freshman I

Newbie question for 2024 R2 - Entering a line on the Details tab of SO, the profile default Branch populates as expected but user needs to change to a different Branch.  The Financial tab Branch remains unchanged displaying the user profile default Branch.

Where is the setup option to have SO Financial tab Branch follow the Details tab Branch dynamically?

 

Best answer by DipakNilkanth

Hi ​@rphelps,I believe there is no standard setup for the SO Financial tab Branch to follow the Details tab Branch dynamically. This requires a customization.
 

    2 replies

    DipakNilkanth
    Pro III
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    • DipakNilkanth
    • Pro III
    • Answer
    • August 26, 2025

    Hi ​@rphelps,I believe there is no standard setup for the SO Financial tab Branch to follow the Details tab Branch dynamically. This requires a customization.
     

    Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
    Chris Hackett
    R
    Freshman I
    • rphelps
    • Author
    • Freshman I
    • August 26, 2025

    Thank you for the feedback.  I will connect with our implementation team for a customization to modify the default system operation of booking GL to a different branch than where the SO is created.

    DipakNilkanth
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