We recently updated our module. When generating purchase orders the warehouse location is auto defaulting to the wrong location. how would i mass change this to the correct location?
After reviewing Vendor profiles, we discovered the purchase settings for WAREHOUSE within the profile is blank. With that said we cannot figure out why it would default to the wrong location and why our data was deleted after the update.
Not sure if we will have to change this for each individual vendor one at a time or if a mass data dump possible.
thank you.
Best answer by vshashkova
Was a solution found to fix the default warehouse? in the employee profile the default warehouse is empty but on a PO warehouse not associated to the branch is automatically selected?
To sum up, currently in Acumatica, the following priority works to default a warehouse in PO:
If the Business Account Locations feature is enabled, the Warehouse field on the Purchase Settings tab (Shipping Instructions section) of the Vendor Locations (AP303010) form
The Warehouse field on the Purchase Settings tab (Shipping Instructions section) of the Vendors (AP303000) form
The Default Warehouse field on the Stock Items (IN202500) or Non-Stock Items (IN202000) form.
So, you probably have that warehouse of the other branch defaulted for an item. Default warehouse from the User Profile is applied to WMS screens only.
If the Warehouse isn’t specified on the Vendor, it could be coming from the Item. Your VAR should be able to help you with an import scenario to do a mass update to all your vendors.
In the Sales Demo database, the AAVENDOR doesn’t have a default warehouse set:
Default Shipping Instructions / Warehouse is Empty
The AALEGO500 item has a default warehouse of WHOLESALE:
Default location is Wholesale warehouse
Thus, when I go to create a purchase order from this vendor for this item, it will pre-populate with the Wholesale warehouse:
If I use a different vendor with the default warehouse selected, then that would override the item specific warehouse.
Yes, we found the same “Quick fix” but more or less attempting to find why its defaulting to the wrong location if that field is blank. i would assume it would default to blank or ….
The warehouse that the system uses by default when you transfer, issue, receive, or count inventory items by using forms of the automated warehouse operations, such as Scan and Issue (IN302020). This box is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Thank you, i was hoping this would be the resolve i was looking for. Unfortunately this was already pre-set to the correct location. It doesn't appear that this is the causer to my issue/concern.
VAR - Value Added Reseller a.k.a. your Acumatica Partner
On the User Profile Screen, a user can set their default warehouse as shown below:
The warehouse that the system uses by default when you transfer, issue, receive, or count inventory items by using forms of the automated warehouse operations, such as Scan and Issue (IN302020). This box is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Yes, we found the same “Quick fix” but more or less attempting to find why its defaulting to the wrong location if that field is blank. i would assume it would default to blank or ….
whats a VAR?
thank you.
The way the community makes money. Acumatica is great Tech for VARS to mod. It is not a great ERP out of the box.
Thank you, i was hoping this would be the resolve i was looking for. Unfortunately this was already pre-set to the correct location. It doesn't appear that this is the causer to my issue/concern.
VAR - Value Added Reseller a.k.a. your Acumatica Partner
On the User Profile Screen, a user can set their default warehouse as shown below:
The warehouse that the system uses by default when you transfer, issue, receive, or count inventory items by using forms of the automated warehouse operations, such as Scan and Issue (IN302020). This box is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Was a solution found to fix the default warehouse? in the employee profile the default warehouse is empty but on a PO warehouse not associated to the branch is automatically selected?
Was a solution found to fix the default warehouse? in the employee profile the default warehouse is empty but on a PO warehouse not associated to the branch is automatically selected?
To sum up, currently in Acumatica, the following priority works to default a warehouse in PO:
If the Business Account Locations feature is enabled, the Warehouse field on the Purchase Settings tab (Shipping Instructions section) of the Vendor Locations (AP303010) form
The Warehouse field on the Purchase Settings tab (Shipping Instructions section) of the Vendors (AP303000) form
The Default Warehouse field on the Stock Items (IN202500) or Non-Stock Items (IN202000) form.
So, you probably have that warehouse of the other branch defaulted for an item. Default warehouse from the User Profile is applied to WMS screens only.
There’s already an idea posted in the Acumatica Community for voting and feedback. We’re currently exploring it for future releases, so please feel free to add your scenarios and use cases there
@vshashkova prior to even adding an item the branch appears but the warehouse does not belong under that branch. Looked all over and nothing is set that way to default to that warehouse.
@vshashkova prior to even adding an item the branch appears but the warehouse does not belong under that branch. Looked all over and nothing is set that way to default to that warehouse.
This sounds like you have warehouse specified for a vendor or vendor location if it appears before item is selected but since it’s empty as well, only a customization that can affect it comes to my mind for now.
Was a solution found to fix the default warehouse? in the employee profile the default warehouse is empty but on a PO warehouse not associated to the branch is automatically selected?
To sum up, currently in Acumatica, the following priority works to default a warehouse in PO:
If the Business Account Locations feature is enabled, the Warehouse field on the Purchase Settings tab (Shipping Instructions section) of the Vendor Locations (AP303010) form
The Warehouse field on the Purchase Settings tab (Shipping Instructions section) of the Vendors (AP303000) form
The Default Warehouse field on the Stock Items (IN202500) or Non-Stock Items (IN202000) form.
So, you probably have that warehouse of the other branch defaulted for an item. Default warehouse from the User Profile is applied to WMS screens only.
I have a similar situation where a warehouse is NOT specified in the Vendor or Location, and the PO pre-populates to Shipping Destination Type = Warehouse, and the warehouse seems to default to the last warehouse in alphabetical order. When I enter a stock item that has a default receiving warehouse, it’s NOT overriding the warehouse at the line level.
Also, I just tested it in a clean 25R1 local environment, and stock item is not overriding the warehouse defaulted on the PO Shipping tab.
Vendor = ACADOIT (no default warehouse)
PO Shipping Destination Type = set to Warehouse
Warehouse = defaulted to Wholesale
Item = DAPLAPOD (default warehouse set to RETAIL)
Detail line warehouse stays as Wholesale and doesn’t override to RETAIL.
Was a solution found to fix the default warehouse? in the employee profile the default warehouse is empty but on a PO warehouse not associated to the branch is automatically selected?
To sum up, currently in Acumatica, the following priority works to default a warehouse in PO:
If the Business Account Locations feature is enabled, the Warehouse field on the Purchase Settings tab (Shipping Instructions section) of the Vendor Locations (AP303010) form
The Warehouse field on the Purchase Settings tab (Shipping Instructions section) of the Vendors (AP303000) form
The Default Warehouse field on the Stock Items (IN202500) or Non-Stock Items (IN202000) form.
So, you probably have that warehouse of the other branch defaulted for an item. Default warehouse from the User Profile is applied to WMS screens only.
I have a similar situation where a warehouse is NOT specified in the Vendor or Location, and the PO pre-populates to Shipping Destination Type = Warehouse, and the warehouse seems to default to the last warehouse in alphabetical order. When I enter a stock item that has a default receiving warehouse, it’s NOT overriding the warehouse at the line level.
Also, I just tested it in a clean 25R1 local environment, and stock item is not overriding the warehouse defaulted on the PO Shipping tab.
Vendor = ACADOIT (no default warehouse)
PO Shipping Destination Type = set to Warehouse
Warehouse = defaulted to Wholesale
Item = DAPLAPOD (default warehouse set to RETAIL)
Detail line warehouse stays as Wholesale and doesn’t override to RETAIL.
To add to this, the user profile default warehouse has no impact. IF we set the vendor location warehouse it works. PO Preferences are set to warehouse for destination type. All warehouses are associated with branches.
@tonym68 @Rwhetsell79 multiple warehouses can order from the same vendor that option will not work. If the branch is selected why is the warehouse associated to that branch not coming up?
@tonym68 @Rwhetsell79 multiple warehouses can order from the same vendor that option will not work. If the branch is selected why is the warehouse associated to that branch not coming up?
That’s what we are trying to figure out. We’ve tested this in multiple instances and get the same result.
